Financial Adviser · MELBOURNE, VIC

Jason Anthony Kenna

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001262676

Jason Anthony Kenna is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Jason is currently authorised under Shadforth Financial Group Limited. Jason 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 5 unit CFP Certification Program from Financial Planning Association of Australia Limited. Jason 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 Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2009
Bachelor of Business (Accountancy)
Queensland University of Technology
2018
Diploma of Financial Planning FNS50615
Monarch Institute
2019
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2023
Accredited Listed Product Adviser Program
Kaplan Professional
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Mar 2018 - Present Current

Source: ASIC Financial Advisers Register