ADAM JOHN SUTHERLAND KENNEDY

Financial Adviser Β· Wynnum, QLD

Registered

Registration Number

000264763

Registration Status

Registered

Location

Wynnum, QLD 4178

Providing Advice Since

2005

Registration Date

01/05/2014

Financial Services Licensee

SHARTRU WEALTH MANAGEMENT PTY LTD

Licence #000422409

πŸ“š Qualifications & Training

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

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.