Robert Michael Kennedy – Financial Adviser
Adviser identifying number: 1243704
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:
The date the Financial Adviser commenced the appointment: 29/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MINERVA WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 1243680
Authorised Representative’s ABN:
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:
- Chartered Accountant – CAANZ
- Diploma of Financial Planning – Integrity Education Group
- Graduate Diploma in Systems Analysis – South Australian Institute of Technology
- Self – Managed Super Funds – Integrity Education Group
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Tax Practitioners Board
Robert Michael Kennedy is authorised to provide advices on following 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
- Superannuation