Financial Adviser · SYDNEY, NSW

Jenny Kam

24 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000238825

Jenny Kam is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry. Jenny is currently authorised under Lifespan Financial Planning 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 Arts from National University of Singapore. Jenny is a member of Australian Financial Complaints Authority Limited (AFCA), CFP - Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA) and MFAA - Mortgage & Finance Association of Australia.

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

1995

Bachelor of Arts

National University of Singapore

2004

Graduate Diploma of Financial Planning

Securities Institute

2012

Diploma of Financial Services (Finance/Mortgage Broking Management)

Intellitrain Pty Ltd

2012

Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy

2020

Ethics & Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Lifespan Financial Planning Pty Ltd

Apr 2020 - Present Current

Akumin Financial Planning Pty Limited

Oct 2012 - Apr 2020 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Charter Financial Planning Limited

Mar 2009 - Oct 2012 Ceased

Source: ASIC Financial Advisers Register