Financial Adviser
· MELBOURNE, VIC
Jason Anthony Kenna
No disciplinary history on record with ASIC
MELBOURNE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001262676
Licensee
Sydney, NSW (licence address on ASIC register)
About Jason Anthony Kenna
Jason Anthony Kenna is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Jason works at Shadforth Financial Group, which is licensed through 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). Jason's 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