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