Financial Adviser
· GEELONG, VIC
James Lachlan Kennedy
No disciplinary history on record with ASIC
GEELONG,
VIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002531
James Lachlan Kennedy is a financial adviser based in Geelong, Victoria, with 14 years of experience in the financial services industry since 2012. James is currently authorised under Cumulus Financial Group, operating through Kennedy Wealth. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James's qualifications include a Certified Financial Planner from Financial Planning Association. James is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor Degree
2019
Certified Financial Planner
Financial Planning Association
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan