Financial Adviser · HEATHMONT, VIC

Lawrence Kennedy

20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000444505

Lawrence Kennedy is a financial adviser based in Heathmont, Victoria, with 20 years of experience in the financial services industry. Lawrence is currently authorised under Surety Advisers Pty Ltd. Lawrence holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Their qualifications include a Diploma of Financial Planning (DFP1-5) from Financial Planning Association of Australia. Lawrence is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments

Authorised to provide tax financial advice services

Qualifications and Training

1996
Certificate of Superannuation Management
The Association of Superannuation Funds of Australia Limited (ASFA)
2001
Diploma of Financial Planning (DFP1-5)
Financial Planning Association of Australia
2001
Diploma of Financial Planning (DFP7Z)
Financial Planning Association of Australia

Registration History

Nov 2024 - Present Current
Aug 2013 - Nov 2024 Ceased
Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only;
Jul 2010 - Aug 2013 Ceased

Source: ASIC Financial Advisers Register