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