Financial Adviser · AITKENVALE, QLD

Jayne Elizabeth Bawden

29 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000239705

Jayne Elizabeth Bawden is a financial adviser based in Aitkenvale, Queensland, with 29 years of experience in the financial services industry. Jayne is currently authorised under Alliance Wealth Pty Ltd. Jayne 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 Masters of Business Administration from James Cook University. Jayne is a member of Certified Finanical Planner (CFP) of FAAA and Financial Planning Association of Australia (FPA) - CERTIFIED FINANCIAL PLANNER professional.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2000

Diploma of Financial Planning (8 units)

FPA Australia

2000

Diploma of Financial Planning

Financial Planning Association of Australia Ltd

2004

Self Managed Superannuation Funds

Tribeca Learning (Aust) Pty Ltd

2004

Self Managed Superannuation Funds Course

Tribeca Learning

2007

Masters of Business Administration

James Cook University

2008

Master of Business Administration

James Cook University

2011

Margin Lending and Geared Investments

Kaplan Professional Pty Ltd

2011

Margin Lending and Geared Investments Course

Kaplan Professional

2015

TASA and the TPB Code of Professional Conduct Course

Kaplan Professional

2016

Tax for Financial Advising Course

Kaplan Professional

2019

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

2020

Client Engagement Skills Course (FPC007B)

Behavioural Finance - Kaplan Higher Education

2020

Economic and Legal Context for Financial Planning Course (FPC001B)

Regulation & Legal Obligations - Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Aug 2021 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

QINVEST LIMITED

Sep 2006 - Jun 2021 Ceased

Source: ASIC Financial Advisers Register