Financial Adviser · UPPER MOUNT GRAVATT, QLD

Jennifer Anne Goldsworthy

19 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000319974

Jennifer Anne Goldsworthy is a financial adviser based in Upper Mount Gravatt, Queensland, with 19 years of experience in the financial services industry. Jennifer is currently authorised under Akumin Financial Planning Pty Limited. 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 Bachelor of Business (Financial Planning) from Royal Melbourne Institute Of Technology.

Authorised to Advise On

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

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

Authorised to provide tax financial advice services

Qualifications and Training

2007

Bachelor of Business (Financial Planning)

Royal Melbourne Institute Of Technology

2009

Certificate IV Financial Services (Finance/Mortgage Broking)

Mortgage & Finance Association of Australia (MFAA)

2010

Margin Lending

Pinnacle Financial Services Academy Pty Ltd

2022

Accredited Aged Care Professional

Aged Care Steps

Registration History

Akumin Financial Planning Pty Limited

Nov 2007 - Present Current

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

Source: ASIC Financial Advisers Register