Financial Adviser
· BRIGHTON-LE-SANDS, NSW
Jenna Louise Carey
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270275
Jenna Louise Carey is a financial adviser based in Brighton-le-sands, New South Wales, with 8 years of experience in the financial services industry. Jenna is currently authorised under Alegra Wealth Pty Ltd. Jenna holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Accounting and Commercial Law) from University of Sydney.
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
2016
Bachelor of Commerce (Accounting and Commercial Law)
University of Sydney
2018
Diploma of Financial Planning
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Advanced Diploma of Financial Planning
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register