Helen Patricia Janetzki
Financial Adviser in Rose Park, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242550
- Location
- Rose Park SA 5067
- Licensee
- Paragem Pty Limited (AFSL 297276)
- Authorised since
- 21 May 2021
- First provided advice
- 2003
- Qualifications
- Bachelor of Business (Banking & Finance), University of South Australia (2001); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2002); Diploma of Financial Planning (DFP 1-8), Financial Planning Association (FPA) (2002)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Services Institute of Australasia (FINSIA)
- 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 Helen Patricia Janetzki
On the Financial Advisers Register kept by ASIC, Helen Patricia Janetzki appears as a current financial adviser in Rose Park, South Australia, adviser number 000242550.
The licensee Helen advises under is Paragem Pty Limited (AFS licence 297276). The current authorisation started on 21 May 2021.
According to the register, Helen first provided financial advice in 2003. The qualifications listed for Helen include Bachelor of Business (Banking & Finance) (University of South Australia, 2001), Certified Financial Planner (CFP) (Financial Planning Association (FPA), 2002) and Diploma of Financial Planning (DFP 1-8) (Financial Planning Association (FPA), 2002). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia (FINSIA).
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 Helen Patricia Janetzki a registered financial adviser?
Yes. Helen Patricia Janetzki is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242550.
Which licensee does Helen Patricia Janetzki work under?
Paragem Pty Limited, Australian financial services licence 297276.
What can Helen Patricia Janetzki 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.