Financial Adviser · BORONIA, VIC

Jeannie Christine Van Raay

BORONIA, VIC

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000260693

Practice

S & J Financial Planning

Boronia, VIC (practice address on ASIC register)

Licensed through Synchron Advice

View practice

About Jeannie Christine Van Raay

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 works at S & J Financial Planning, which is licensed through Synchron Advice. 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

Synchron Advice Pty Ltd

Apr 2026 - Present Current

Superannuation - All Authorisation above excludes SMSF advice

Consultum Financial Advisers Pty Ltd

May 2022 - Feb 2026 Ceased

Advice on superannuation excludes self-managed superannuation funds

Ri Advice Group Pty Ltd

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