Financial Adviser
· MONA VALE, NSW
Jennifer Anne Simmonds
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000406152
Jennifer Anne Simmonds is a financial adviser based in Mona Vale, New South Wales, with 21 years of experience in the financial services industry. Jennifer is currently authorised under Matrix Planning Solutions Limited. Jennifer 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 CFP Certification Program from FPA. Jennifer 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
FNS60404 Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2013
CFP Certification Program
FPA
2015
Accredited Aged Care Professional
Aged Care Steps
2016
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education