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  3. Terri Cheree Kenyon

Terri Cheree Kenyon

Name
Terri Cheree Kenyon
ID
1271114
ABN
–
First Provided Advice
2018

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
Lifestyle Asset Management Pty Ltd (#288421)
Commenced
Feb. 5, 2024
Ceased
May 6, 2024
Status
Ceased
Licence Holder
Millennium 3 Financial Services Pty Ltd (#244252)
Commenced
June 10, 2022
Ceased
Feb. 17, 2023
Status
Ceased
Licence Holder
National Advice Solutions Pty Ltd (#514210)
Commenced
July 4, 2019
Ceased
Jan. 30, 2020
Status
Ceased
Licence Holder
National Advice Solutions Pty Ltd (#514210)
Commenced
Jan. 31, 2020
Ceased
May 18, 2020
Status
Ceased
Licence Holder
Next Generation Advice Pty Ltd (#302947)
Commenced
Nov. 10, 2021
Ceased
Nov. 11, 2021
Status
Ceased
Licence Holder
Next Generation Advice Pty Ltd (#302947)
Commenced
Nov. 15, 2021
Ceased
May 6, 2022
Status
Ceased
Licence Holder
Sustainable Life Solutions Pty Ltd (#536966)
Commenced
Feb. 27, 2023
Ceased
Jan. 3, 2024
Status
Current
Licence Holder
Ethical Planners Pty ltd (#505615)
Commenced
May 15, 2024

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
Smart Solutions Group (aust) Pty Ltd (#500218)
Commenced
Dec. 13, 2018
Ceased
June 17, 2019
Status
Ceased
Licence Holder
The Advisory Firm Pty Ltd (#502654)
Commenced
Dec. 13, 2018
Ceased
July 3, 2019