Financial Adviser
· MELBOURNE, VIC
Akiva Kennard
No disciplinary history on record with ASIC
MELBOURNE,
VIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001301683
Licensee
Sydney, NSW (licence address on ASIC register)
About Akiva Kennard
Akiva Kennard is a financial adviser based in Melbourne, Victoria, with 3 years of experience in the financial services industry since 2023. Akiva works at Perpetual Trustee Company, which is licensed through Perpetual Trustee Company Limited. Akiva holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Akiva holds a Graduate Diploma of Financial Planning from Kaplan. Akiva is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2022
Graduate Diploma of Financial Planning
Kaplan