Financial Adviser · BORONIA, VIC

Jeannie Christine Van Raay

BORONIA, VIC
22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000260693
Currently at
Sydney, NSW (firm address)

Jeannie Christine Van Raay is a financial adviser based in Boronia, Victoria, with 22 years of experience in the financial services industry since 2004. Jeannie is currently authorised under Synchron Advice, operating through S & J Financial Planning. Jeannie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jeannie's qualifications include a 5 unit CFP Certification Program from Financial Advice Association of Australia Limited. Jeannie is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Superannuation - All Authorisation above excludes SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

2002
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2010
5 unit CFP Certification Program
Financial Advice Association of Australia Limited
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
Accredited Aged Care Professional
Aged Care Steps Pty Ltd

Registration History

Apr 2026 - Present Current
Superannuation - All Authorisation above excludes SMSF advice
May 2022 - Feb 2026 Ceased
Advice on superannuation excludes self-managed superannuation funds
Oct 2015 - Oct 2016 Ceased
Securities: Class of product only. Superannuation: Not Authorised to provide SMSF advice.
MAGNITUDE GROUP PTY LTD
Jan 2013 - May 2014 Ceased
LONSDALE FINANCIAL GROUP PTY LTD
Mar 2004 - Jan 2013 Ceased

Source: ASIC Financial Advisers Register