Sharon Diane Kennedy – Financial Adviser
Adviser identifying number: 429100
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: AFFINITY WEALTH SERVICES PTY LTD
Licence number: 402370
Licensee’s ABN: 59133479115
Licence controlled by:
The date the Financial Adviser commenced the appointment: 30/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AFFINITY WEALTH SERVICES PTY LTD
Authorised Representative identifying number: 402370
Authorised Representative’s ABN: 59133479115
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 Services (Financial Planning) – Tribeca
- Advanced Diploma of Financial Services (Financial Planning) – Tribeca
- Diploma of Financial Services (Financial Planning) – Tribeca
- Diploma of Financial Services (Financial Planning) – Tribeca
- Graduate Certificate in Financial Planning – Kaplan Professional
- Graduate Certificate in Financial Planning – Kaplan Professional
- Graduate Diploma in Financial Planning – Kaplan Professional
- Graduate Diploma in Financial Planning – Kaplan Professional
- Master of Financial Planning – Kaplan Professional
- Master of Financial Planning – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
- AFP – Financial Planner (FPA)
- AFP – Financial Planner (FPA)
- Association of Financial Advisers (AFA)
- Association of Financial Advisers (AFA)
Sharon Diane 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
- Retirement Savings Account Products
- Securities
- Superannuation