Alastair Kennelly – Financial Adviser

Adviser identifying number: 417567
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: TREND INVESTOR SERVICES PROPRIETARY LIMITED
Licence number: 255475
Licensee’s ABN: 65061768670
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SUMMIT WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 1239222
Authorised Representative’s ABN: 45130409951

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:

• Derivatives module – RG146 Training Australia
• Diploma of Financial Planning – RG146 Training Australia
• Foreign Exchange module – RG146 Training Australia

Relevant memberships of professional bodies or industry associations:

Alastair Kennelly is authorised to provide advices on following products:

• Derivatives
• Foreign Exchange Contracts
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation