Adam John Sutherland Kennedy
SHARTRU WEALTH MANAGEMENT PTY LTD · Wynnum QLD 4178 · Advising since 2005
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000264763
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- SHARTRU WEALTH MANAGEMENT PTY LTD · AFSL 422409Since 1 May 2014
- Principal business address
- Wynnum QLD 4178
- First year providing advice
- 2005
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Derivatives
- Government debentures, stocks or bonds
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTMay 2014 – presentSHARTRU WEALTH MANAGEMENT PTY LTD · AFSL 422409
- CEASEDOct 2011 – Apr 2014FINANCIAL WISDOM LIMITED · AFSL 231138
- CEASEDJul 2011 – Oct 2011MORRISON CARR FINANCIAL SERVICES PTY LIMITED · AFSL 402685
- CEASEDFeb 2011 – Jun 2011MORRISON CARR AUSTRALIA PTY LIMITED · AFSL 234716
- CEASEDOct 2010 – Feb 2011TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD · AFSL 224954
- CEASEDNov 2009 – Sep 2010TVISION PTY LTD · AFSL 246545
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
SMSF Accredited Specialist
Colonial First Tech · 2014 · Professional Designations
Margin Lending and Geared Investments
Kaplan Professional · 2011 · Certificate (AQF 1-4)
Graduate Diploma in Financial Planning
FINSIA · 2006 · Graduate Diploma (AQF 8)
Graduate Diploma of Applied Finance and Investment
Securities Institute · 2005 · Graduate Diploma (AQF 8)
Bachelor of Business (Accountancy)
Queensland University of Technology · 1999 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Adam John Sutherland Kennedy claims the profile.
Reviews
Not yet reviewed
No client has reviewed Adam John Sutherland Kennedy on Souffle yet.
Contacting Adam John Sutherland Kennedy
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
SHARTRU WEALTH MANAGEMENT PTY LTD · AFSL 422409
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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