Financial Adviser
· RUNAWAY BAY, QLD
David Lloyd Jenkins
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000236475
David Lloyd Jenkins is a financial adviser based in Runaway Bay, Queensland, with 24 years of experience in the financial services industry. David is currently authorised under Bluewater Financial Advisors Pty Ltd. David 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 Ethics and Professionalism from Ethics - Kaplan. David 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
Australian Institute of Financial Services and Accounting (AIFA)
2011
Advanced Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2017
Fellow Chartered Financial Practitioner
Kaplan
2020
Graduate Diploma Ethics and Professionalism
Ethics - Kaplan
Registration History
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