Financial Adviser
· CROWS NEST, NSW
Jeanie Sinclair
No disciplinary history on record with ASIC
33
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001241369
Jeanie Sinclair is a financial adviser based in Crows Nest, New South Wales, with 33 years of experience in the financial services industry. Jeanie is currently authorised under 314 Financial Partnership Pty Ltd. Jeanie 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 Master of Commerce (Financial Planning) from Western Sydney University. Jeanie 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Diploma of Financial Planning
Deakin University
1998
Master of Commerce (Financial Planning)
Western Sydney University
2017
ASX Accredited Listed Product Adviser Program
Kaplan Professional
2019
TASACL
Other - Kaplan Education Pty Ltd
Registration History
IQX INVESTMENT SERVICES PTY LTD
ROCCO SINCLAIR PTY LTD
Source: ASIC Financial Advisers Register