Financial Adviser · RICHMOND, VIC

Jennifer Noonan

11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001234016

Jennifer Noonan is a financial adviser based in Richmond, Victoria, with 11 years of experience in the financial services industry. Jennifer is currently authorised under Lucerne Wealth Pty Ltd. Jennifer 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 Masters of Financial Planning from RMIT University.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1991
Bachelor of Economics
Monash University
2003
Masters of Financial Planning
RMIT University
2011
Assessment and Workplace Training
Navitas Workplace Solutions
2015
Diploma of Financial Planning
Integrity Education Group
2025
Ethics and Professionaliam in Financial Advice
Ethics - Kaplan Professional

Registration History

Nov 2024 - Present Current
LEEBRIDGE FINANCIAL PLANNERS PTY LTD
Dec 2021 - Nov 2024 Ceased
STEAMER ENTERPRISES PTY LTD
Mar 2020 - Jun 2022 Ceased
STEAMER ENTERPRISES PTY LTD
Dec 2019 - Jun 2022 Ceased
Jul 2018 - Dec 2019 Ceased
DOVER FINANCIAL ADVISERS PTY LTD
Oct 2016 - Jul 2018 Ceased
Jul 2015 - Sep 2016 Ceased
Not authorised to provide personal advice on SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register