ALASTAIR KENNELLY


Licensee: TREND INVESTOR SERVICES PROPRIETARY LIMITED

ALASTAIR KENNELLY (Adviser# 000417567) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 11, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name ALASTAIR KENNELLY
Adviser Number 000417567
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000255475
TREND INVESTOR SERVICES PROPRIETARY LIMITED
Licence ABN 65061768670
Adviser Start Date 2017-07-11
Appointing Representative Name TREND WEALTH PTY LTD
Appointing Representative Number 001238620
Further Restrictions Basic Deposit Products and Deposit Products other than Basic Deposit Products

Authorisations to provide financial product advice

  • ALASTAIR KENNELLY
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Derivatives module RG146 Training Australia
Diploma of Financial Planning RG146 Training Australia
Foreign Exchange module RG146 Training Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000255475 TREND INVESTOR SERVICES PROPRIETARY LIMITED
Further restrictions: Basic Deposit Products and Deposit Products other than Basic Deposit Products
2017-07-11 - TREND WEALTH PTY LTD
000255475 TREND INVESTOR SERVICES PROPRIETARY LIMITED
Further restrictions: Basic Deposit Products and Products other than Basic Deposit Products
2016-07-01 - 2017-07-10 SUMMIT WEALTH MANAGEMENT PTY LTD
000255475 TREND INVESTOR SERVICES PROPRIETARY LIMITED
Further restrictions: Basic Deposit Products and Deposit Products other than Basic Deposit Products
2013-06-22 - 2016-06-30 EXPERIA PTY LTD
000323182 JB MARKETS PTY LTD 2012-02-06 - 2013-07-01 EXPERIA PTY LTD

Licensee Information

Licence Name TREND INVESTOR SERVICES PROPRIETARY LIMITED
Licence Number 000255475
Licence ABN 65061768670

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MICHAEL MALCOLM WALKER Trend Investor Services Proprietary Limited Current 2018-05-03
MICHAEL ALASTAIR LEAN Trend Investor Services Proprietary Limited Current 2018-02-22
BERTUS VAN DEN HEEVER Trend Investor Services Proprietary Limited Current 2018-02-21
KELVIN JOHN BUTCHER Trend Investor Services Proprietary Limited Ceased 2018-02-05
JOHN PHILLIP SCULLY Trend Investor Services Proprietary Limited Current 2017-12-07
ANDREW DUNCAN RORY GILLIBRAND Trend Investor Services Proprietary Limited Current 2017-11-13
ANTHONY JAMES MALCOLM WIELAND Trend Investor Services Proprietary Limited Ceased 2017-06-08
RENE FERRIS Trend Investor Services Proprietary Limited Current 2016-11-09
RYAN DAVIS Trend Investor Services Proprietary Limited Ceased 2016-11-09
DEAN SMITH Trend Investor Services Proprietary Limited Ceased 2016-09-13

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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.