Financial Adviser
· CASTLE HILL, NSW
Jenny Bai
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000279425
Jenny Bai is a financial adviser based in Castle Hill, New South Wales, with 19 years of experience in the financial services industry. Jenny is currently authorised under Fintegrity Wealth Advisers Pty Ltd. Jenny 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 Mathematics and Finance from University of Technology, Sydney. Jenny 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
2001
Bachelor of Mathematics and Finance
University of Technology, Sydney
2005
Graduate Diploma of Financial Planning
Securities Institute
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
You are authorised to perform the following tasks:. Deposit and payment products limited to:- Basic Deposit Products- Deposit Products other than basic Deposit Products. Life Products includinga) Investment life insurance products as well as any products issued by a registered life insurance company that are backed by one or more of its statutory funds; andb) Life risk insurance products as well as any products issued by a registered life insurance company that are backed by one or more of its statutory funds;. Interest in managed investment schemes including investor directed portfolio services;. Retirement savings accounts (RSA) products (Within the meaning of the retirement savings account act 1997);. Superannuation and retirement products
Source: ASIC Financial Advisers Register