Adam John Sutherland Kennedy – Financial Adviser

Adviser identifying number: 264763
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: SHARTRU WEALTH MANAGEMENT PTY LTD
Licence number: 422409
Licensee’s ABN: 46158536871
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/05/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SHARTRU WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 422409
Authorised Representative’s ABN: 46158536871

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Business Accounting – QUT
• Graduate Applied Finance & Investment – Securities Institute of Australia
• Graduate of Financial Planning – FINSIA
• Margin Lending – Kaplan
• SMSF Accredited Specialist – Colonial FirstTech

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Adam John Sutherland Kennedy is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility