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- Financial Advisers Australia (FAA)
- Sharon Diane Kennedy
Sharon Diane Kennedy
- Name
- Sharon Diane Kennedy
- ID
- 429100
- ABN
- –
- First Provided Advice
- 2009
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - TRIBECA
- 2008 - Advance Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education
- 2009 - SMSF Accreditation - Certificate (AQF 1-4) - Kaplan Education
- 2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Education
- 2020 - Ethics & Professionalism in Financial Advice \ - Bridging Course - Ethics - Kaplan Education
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- AFP - Financial Planner (FPA)
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- A.c.n. 603 037 510 Pty Ltd (#494274)
- Commenced
- July 19, 2022
- Ceased
- Oct. 12, 2022
- Status
- Ceased
- Licence Holder
- Alteris Financial Group Pty Ltd (#402370)
- Commenced
- June 30, 2017
- Ceased
- Feb. 26, 2021
- Status
- Ceased
- Licence Holder
- Assetly Australia Pty Ltd (#536915)
- Commenced
- Oct. 12, 2022
- Ceased
- March 3, 2023
- Status
- Ceased
- Licence Holder
- Avana Financial Solutions Pty Ltd (#516325)
- Commenced
- March 9, 2021
- Ceased
- July 8, 2022
- Status
- Current
- Licence Holder
- Lifespan Financial Planning Pty ltd (#229892)
- Commenced
- March 29, 2023
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
- Amp Financial Planning Pty Limited (#232706)
- Commenced
- July 11, 2014
- Ceased
- June 19, 2017
- Status
- Ceased
- Licence Holder
- Amp Financial Planning Pty Limited (#232706)
- Commenced
- June 20, 2017
- Ceased
- June 23, 2017
- Status
- Ceased
- Licence Holder
- Bridges Financial Services Pty Limited (#240837)
- Commenced
- Sept. 15, 2012
- Ceased
- June 17, 2014
- Status
- Ceased
- Licence Holder
- Commonwealth Financial Planning Limited (#231139)
- Commenced
- Jan. 2, 2010
- Ceased
- Jan. 9, 2012
- Status
- Ceased
- Licence Holder
- Findex Financial Advice Pty Ltd (#238244)
- Commenced
- Jan. 10, 2007
- Ceased
- Dec. 15, 2010