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

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

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