David Lloyd Jenkins
Financial Adviser in Runaway Bay, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000236475
- Location
- Runaway Bay QLD 4216
- Licensee
- Bluewater Financial Advisors Pty Ltd (AFSL 411846)
- Authorised since
- 3 March 2020
- First provided advice
- 2002
- Qualifications
- Diploma of Financial Services (Financial Planning), Australian Institute of Financial Services and Accounting (AIFA) (2005); Advanced Diploma of Financial Services (Financial Planning), Mentor Education Pty Ltd (2011); Fellow Chartered Financial Practitioner, Kaplan (2017); Graduate Diploma Ethics and Professionalism, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Lloyd Jenkins
On the Financial Advisers Register kept by ASIC, David Lloyd Jenkins appears as a current financial adviser in Runaway Bay, Queensland, adviser number 000236475.
Advice is given under the Australian financial services licence of Bluewater Financial Advisors Pty Ltd, licence number 411846. The current authorisation started on 3 March 2020.
According to the register, David first provided financial advice in 2002. The qualifications listed for David include Diploma of Financial Services (Financial Planning) (Australian Institute of Financial Services and Accounting (AIFA), 2005), Advanced Diploma of Financial Services (Financial Planning) (Mentor Education Pty Ltd, 2011) and Fellow Chartered Financial Practitioner (Kaplan, 2017). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Lloyd Jenkins a registered financial adviser?
Yes. David Lloyd Jenkins is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000236475.
Which licensee does David Lloyd Jenkins work under?
Bluewater Financial Advisors Pty Ltd, Australian financial services licence 411846.
What can David Lloyd Jenkins give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.