Jordan Kennedy – Financial Adviser
Adviser identifying number: 1002267
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: PITCHER PARTNERS SYDNEY WEALTH MANAGEMENT PTY LTD
Licence number: 336950
Licensee’s ABN: 85135817766
Licence controlled by:
The date the Financial Adviser commenced the appointment: 16/11/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PITCHER PARTNERS SYDNEY WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 336950
Authorised Representative’s ABN: 85135817766
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) – University of Western Sydney
- Bachelor of Business (Accounting) – University of Western Sydney
- Diploma of Finance and Mortgage Broking Management – Finance & Related Services Training Academy
- Diploma of Finance and Mortgage Broking Management – Finance & Related Services Training Academy
- Diploma of Financial Services (Financial Planning) – Mentor Education
- Diploma of Financial Services (Financial Planning) – Mentor Education
- Graduate Certificate in Entrepreneurship & Innovation – The University of Adelaide
- Graduate Certificate in Entrepreneurship & Innovation – The University of Adelaide
Relevant memberships of professional bodies or industry associations:
- SMSF Association
- SMSF Association
Jordan Kennedy is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- 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
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility