Financial Adviser
· MELBOURNE, VIC
Michele Leigh Kennedy
No disciplinary history on record with ASIC
MELBOURNE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270779
Licensee
Melbourne, VIC (licence address on ASIC register)
About Michele Leigh Kennedy
Michele Leigh Kennedy is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Michele works at Canaccord Genuity Financial, which is licensed through Canaccord Genuity Financial Limited. Michele holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michele's qualifications include a Graduate Diploma of Financial Planning from KAPLAN.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Diploma of Financial Planning
Kaplan Professional
2019
Financial Adviser Exam
ASIC
2023
Economic and Legal Context for Financial Planning
Kaplan
2023
Graduate Diploma of Financial Planning
KAPLAN
2023
Tax and commercial law for financial planning
Kaplan
Registration History
Excluding Self Managed Super Funds (SMSF).
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register