Data sourced from ASIC Financial Advisers Register
Financial Adviser · DARWIN CITY, NT

Jordan Kate Tuit

10 Years experience
Tax advice
authorised
Currently at
Industry Fund Services Limited
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001240969

Jordan Kate Tuit is a financial adviser based in Darwin City, Northern Territory, with 10 years of experience in the financial services industry. Jordan is currently authorised under Industry Fund Services Limited. Jordan 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 Applied Finance from University of South Australia. Jordan is a member of Financial Planner AFP (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Superannuation products (excluding Self Managed Superannuation Funds)

Authorised to provide tax financial advice services

Qualifications and Training

2014
Bachelor of Applied Finance
University of South Australia
2015
Bachelor of Management (Human Resource Management)
University of South Australia
2015
Diploma Financial Planning
Kaplan Professional
2016
Advanced Diploma Financial Planning
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Industry Fund Services Limited
May 2022 - Present Current
Superannuation products (excluding Self Managed Superannuation Funds)
STATEWIDE SUPERANNUATION PTY LTD
Dec 2019 - Apr 2022 Ceased
Scope of Authority: COMPREHENSIVE. Adviser is restricted from providing advice for the following classes of financial products; 1) Standard Margin Lending Facility; 2) Self Managed Superannuation Funds (SMSF). Adviser is restricted from dealing in a financial product by applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products: 1) Standard Margin Lending Facility; 2) Self Managed Superannuation Funds (SMSF) to retail or wholesale clients.
Akumin Financial Planning Pty Limited
Jul 2018 - Nov 2019 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Hood Sweeney Securities Pty Ltd
Nov 2016 - Jun 2018 Ceased
Charter Financial Planning Limited
Apr 2016 - Sep 2016 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register