Financial Adviser
· SURREY HILLS, VIC
Catherine Elizabeth Jenkins
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001236397
Catherine Elizabeth Jenkins is a financial adviser based in Surrey Hills, Victoria, with 11 years of experience in the financial services industry. Catherine is currently authorised under Count Financial Limited. Catherine 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 Bachelor of Commerce (Finance and Accounting) from Deakin University. Catherine is a member of CPA Australia (CPA).
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
1999
Bachelor of Commerce (Finance and Accounting)
Deakin University
2001
Certified Practising Accountant (CPA)
CPA Australia
2014
Margin Lending
CPA Australia
2015
Advising in SMSFs
CPA Australia
2020
Accredited Listed Product Adviser Program
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education
2025
Accredited Aged Care Professional Program
Aged Care Steps