WILLIAM JOHN KENNEDY

Licensee: OZPLAN FINANCIAL SERVICES PTY LTD

WILLIAM JOHN KENNEDY (Adviser# 000277584) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is June 8, 2012.

Adviser Overview

Register Name Financial Advisers
Adviser Name WILLIAM JOHN KENNEDY
Adviser Number 000277584
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser First Advice Year 1999
Financial Service (AFS) Licence Licence# 000221235
OZPLAN FINANCIAL SERVICES PTY LTD
Licence ABN 35005391202
Adviser Start Date 2012-06-08
Adviser End Date 2016-11-24
Appointing Representative Name OZPLAN FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000221235
Appointing Representative ABN 35005391202

Authorisations to provide financial product advice

  • WILLIAM JOHN KENNEDY

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000221235 OZPLAN FINANCIAL SERVICES PTY LTD 2012-06-08 - 2016-11-24 OZPLAN FINANCIAL SERVICES PTY LTD
000237590 FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
2011-07-11 - 2012-06-08
000322211 SENTINEL WEALTH MANAGERS PTY LTD 2008-07-01 - 2011-07-08

Licensee Information

Licence Name OZPLAN FINANCIAL SERVICES PTY LTD
Licence Number 000221235
Licence ABN 35005391202

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
VICKI JOY DOSSER Ozplan Financial Services Pty Ltd Current 2017-05-22
TIMOTHY MARTIN BUCKLEY Ozplan Financial Services Pty Ltd Current 2017-04-10
ROSS WILLIAM DEEATH Ozplan Financial Services Pty Ltd Current 2017-04-10
JESSICA ELYSE NANCE Ozplan Financial Services Pty Ltd Current 2017-04-10
ANDREW GEORGE DALRYMPLE Ozplan Financial Services Pty Ltd Current 2017-04-01
KATRINA JANE MAGYAR Ozplan Financial Services Pty Ltd Current 2017-04-01
ANNA - MAREE MCINTOSH Ozplan Financial Services Pty Ltd Current 2017-04-01
ANNA AGATI Ozplan Financial Services Pty Ltd Current 2017-04-01
STEFAN ANGELINI Ozplan Financial Services Pty Ltd Current 2017-03-29
BREE KRISTIE HANSLOW Ozplan Financial Services Pty Ltd Current 2017-01-20

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.