Financial Adviser · BRIGHTON, VIC

Ricky Neville Kennedy

38 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002748

Ricky Neville Kennedy is a financial adviser based in Brighton, Victoria, with 38 years of experience in the financial services industry. Ricky is currently authorised under Interprac Financial Planning Pty Ltd. Ricky holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Planning Association (FPA). Ricky is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1984
Bachelor of Engineering (Electrical)
Footscray Institute TechNology
2002
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2010
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2010
RG146 Margin Lending
MLC ThreeSixty
2011
SMSF Specialist Advisor
SMSF Association

Registration History

May 2021 - Present Current
GWM ADVISER SERVICES PTY LTD
Aug 2018 - May 2021 Ceased
Nov 2008 - Aug 2018 Ceased

Source: ASIC Financial Advisers Register