Financial Adviser · ADELAIDE, SA

Jordan Kate Tuit

ADELAIDE, SA

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001240969

Currently at

Industry Fund Services Limited

Melbourne, VIC (firm address)

View firm profile

About Jordan Kate Tuit

Jordan Kate Tuit is a financial adviser based in Adelaide, South Australia, with 10 years of experience in the financial services industry since 2016. Jordan is currently authorised under Industry Fund Services Limited, operating through Industry Fund Services. Jordan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jordan's 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