Financial Adviser
· BORONIA, VIC
Andrea Jenkins
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000282342
Andrea Jenkins is a financial adviser based in Boronia, Victoria, with 21 years of experience in the financial services industry. Andrea is currently authorised under Alliance Wealth Pty Ltd. Andrea 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 Certified Financial Planner Education Program from FPA Australia. Andrea is a member of Certified Financial Planner (CFP) of FAAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology (RMIT)
2009
Certified Financial Planner Education Program
FPA Australia
2014
Accredited Listed Product Adviser Program
Kaplan Professional
2015
Retirement Planning
University of NSW
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only
Source: ASIC Financial Advisers Register