SHARON DIANE KENNEDY


Licensee: AFFINITY WEALTH SERVICES PTY LTD

SHARON DIANE KENNEDY (Adviser# 000429100) 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 June 30, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name SHARON DIANE KENNEDY
Adviser Number 000429100
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000402370
AFFINITY WEALTH SERVICES PTY LTD
Licence ABN 59133479115
Adviser Start Date 2017-06-30
Appointing Representative Name AFFINITY WEALTH SERVICES PTY LTD
Appointing Representative Number 000402370
Appointing Representative ABN 59133479115
Memberships AFP - Financial Planner (FPA)
Association of Financial Advisers (AFA)

Authorisations to provide financial product advice

  • SHARON DIANE KENNEDY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) Tribeca
Diploma of Financial Services (Financial Planning) Tribeca
Graduate Certificate in Financial Planning Kaplan Professional
Graduate Diploma in Financial Planning Kaplan Professional
Master of Financial Planning Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000402370 AFFINITY WEALTH SERVICES PTY LTD 2017-06-30 - AFFINITY WEALTH SERVICES PTY LTD
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
2017-06-20 - 2017-06-23 AMP FINANCIAL PLANNING PTY LIMITED
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
2014-07-11 - 2017-06-19 AMP FINANCIAL PLANNING PTY LIMITED
000240837 BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2012-09-15 - 2014-06-17
000231139 COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
2010-01-02 - 2012-01-09
000238244 CROWE HORWATH FINANCIAL ADVICE PTY LTD
Licence controlled by: CROWE HORWATH AUSTRALASIA PTY LTD
2007-01-10 - 2010-12-15

Licensee Information

Licence Name AFFINITY WEALTH SERVICES PTY LTD
Licence Number 000402370
Licence ABN 59133479115

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BENJAMIN PAUL HEDLEY HOCKING Affinity Wealth Services Pty Ltd Current 2018-08-20
SULOCHANA KULENDRAN Affinity Wealth Services Pty Ltd Current 2018-05-28
AMANDA RENEE HALSE Affinity Wealth Services Pty Ltd Current 2018-04-18
JILLIAN MARY CLARKE Affinity Wealth Services Pty Ltd Current 2017-10-16
JIAYING TAN Affinity Wealth Services Pty Ltd Current 2017-07-28
SUZANNE CARTER Affinity Wealth Services Pty Ltd Current 2017-07-28
PAUL CLIFFORD HOCKING Affinity Wealth Services Pty Ltd Current 2017-06-30
BRENDON D O'SULLIVAN Affinity Wealth Services Pty Ltd Current 2017-06-30
LUKE KENNETH ROBSON Affinity Wealth Services Pty Ltd Ceased 2017-06-30
CHRISTO MARK NOTHLING Affinity Wealth Services Pty Ltd Current 2017-02-17

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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.