Financial Adviser
· NORTH SYDNEY, NSW
Jenny Clare Gerrard
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000450683
Jenny Clare Gerrard is a financial adviser based in North Sydney, New South Wales, with 11 years of experience in the financial services industry. Jenny is currently authorised under Stephen Financial Solutions 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 Graduate Diploma of Financial Planning from Kaplan Professional. 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
2013
Diploma of Financial Planning
Kaplan Professional
2014
Self Managed Superannuation Funds
Kaplan Professional
2018
Advanced Diploma of Financial Planning
Mentor Education
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Authorised in MDA services, which is restricted to Limited Authority to Operate services. 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