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- Adam John Sutherland Kennedy
Adam John Sutherland Kennedy
- Name
- Adam John Sutherland Kennedy
- ID
- 264763
- ABN
- –
- First Provided Advice
- 2005
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1999 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - Queensland University of Technology
- 2005 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute
- 2006 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - FINSIA
- 2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional
- 2014 - SMSF Accredited Specialist - Professional Designations - Colonial First Tech
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Current
- Licence Holder
- Shartru Wealth Management Pty ltd (#422409)
- Commenced
- May 1, 2014
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Financial Wisdom Limited (#231138)
- Commenced
- Oct. 22, 2011
- Ceased
- April 30, 2014
- Status
- Ceased
- Licence Holder
- Morrison Carr Australia Pty Limited (#234716)
- Commenced
- Feb. 4, 2011
- Ceased
- June 30, 2011
- Status
- Ceased
- Licence Holder
- Morrison Carr Financial Services Pty Limited (#402685)
- Commenced
- July 1, 2011
- Ceased
- Oct. 21, 2011
- Status
- Ceased
- Licence Holder
- Total Financial Solutions Australia Pty Ltd (#224954)
- Commenced
- Oct. 24, 2010
- Ceased
- Feb. 9, 2011
- Status
- Ceased
- Licence Holder
- Tvision Pty Ltd (#246545)
- Commenced
- Nov. 30, 2009
- Ceased
- Sept. 30, 2010