Andrea Jenkins
Financial Adviser in Boronia, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000282342
- Location
- Boronia VIC 3155
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 26 February 2021
- First provided advice
- 2005
- Qualifications
- Bachelor of Business (Financial Planning), Royal Melbourne Institute of Technology (RMIT) (2007); Certified Financial Planner Education Program, FPA Australia (2009); Accredited Listed Product Adviser Program, Kaplan Professional (2014); Retirement Planning, University of NSW (2015); Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- Certified Financial Planner (CFP) of FAAA
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrea Jenkins
Andrea Jenkins is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Boronia, Victoria (adviser number 000282342).
Andrea provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. That authorisation dates from 26 February 2021.
According to the register, Andrea first provided financial advice in 2005. The qualifications listed for Andrea include Bachelor of Business (Financial Planning) (Royal Melbourne Institute of Technology (RMIT), 2007), Certified Financial Planner Education Program (FPA Australia, 2009) and Accredited Listed Product Adviser Program (Kaplan Professional, 2014). Professional memberships recorded: Certified Financial Planner (CFP) of FAAA.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Andrea Jenkins a registered financial adviser?
Yes. Andrea Jenkins is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000282342.
Which licensee does Andrea Jenkins work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Andrea Jenkins give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.