Financial Adviser
· SYDNEY, NSW
Jennifer Elizabeth Porter
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000275480
Jennifer Elizabeth Porter is a financial adviser based in Sydney, New South Wales, with 29 years of experience in the financial services industry. Jennifer is currently authorised under Bloom Advisory Group Pty Ltd. 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 Certified Financial Planner from Financial Planning Association. 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Education
Australian Catholic University
2001
Certified Financial Planner
Financial Planning Association
2001
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2009
Self Managed Superannuation Funds
Kaplan Professional
2014
Tax (financial) adviser
Tax Practitioners Board
Registration History
Source: ASIC Financial Advisers Register