Michael Timothy Kennedy – Financial Adviser
Adviser identifying number: 411079
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 22/05/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CAPITAL FOCUSED PTY LTD
Authorised Representative identifying number: 410974
Authorised Representative’s ABN: 56152151141
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:
- Advanced Diploma of Financial Planning – Kaplan Professional Education
- Master of Financial Planning – University of Sunshine Coast
- SMSF Specialist Advisor – SMSF Association
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Commissioner for Declarations
- Financial Planning Association of Australia (FPA)
- SMSF Association
Michael Timothy 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
- Managed Investment Schemes / Own Managed Investment Scheme Only
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility