Financial Adviser · GOODWOOD, SA

Jarod Charles Winders

GOODWOOD, SA

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 001270230

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

About Jarod Charles Winders

Jarod Charles Winders is a financial adviser based in Goodwood, South Australia, with 11 years of experience in the financial services industry since 2015. Jarod is currently authorised under Akumin Financial Planning. Jarod holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jarod's 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