Data sourced from ASIC Financial Advisers Register
Financial Adviser · ADELAIDE, SA

Jarod Charles Winders

11 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001270230

Jarod Charles Winders is a financial adviser based in Adelaide, South Australia, with 11 years of experience in the financial services industry. Jarod is currently authorised under Akumin Financial Planning Pty Limited. Jarod 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 Master of Financial Planning from Griffith University.

Authorised to Advise On

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

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

2015
Diploma of Finance and Mortgage Broking Management
The National Finance Institute
2019
7269AFE/7815AFE Ethics and Professionalism
Ethics - Griffith University
2019
Master of Financial Planning
Griffith University

Registration History

Akumin Financial Planning Pty Limited
Apr 2024 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Personal Financial Services Ltd
May 2020 - Apr 2024 Ceased
Superannuation does NOT include SMSF's
Akumin Financial Planning Pty Limited
Dec 2018 - May 2020 Ceased
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