Jane Gun
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000295262
- Location
- Adelaide SA 5000
- Licensee
- Halpin Wealth Partners Pty Ltd (AFSL 517210)
- Authorised since
- 1 October 2019
- First provided advice
- 2000
- Qualifications
- Bachelor of Business, Royal Melbourne Institute of Technology (1997); Graduate Diploma in Financial Planning (Historical SIA / FINSIA)., Kaplan Higher Education Pty Limited (2004); SMSF Specialist Adviser (SSA), SMSF Association (2009); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- SMSF Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jane Gun
On the Financial Advisers Register kept by ASIC, Jane Gun appears as a current financial adviser in Adelaide, South Australia, adviser number 000295262.
The licensee Jane advises under is Halpin Wealth Partners Pty Ltd (AFS licence 517210). The current authorisation started on 1 October 2019.
According to the register, Jane first provided financial advice in 2000. The qualifications listed for Jane include Bachelor of Business (Royal Melbourne Institute of Technology, 1997), Graduate Diploma in Financial Planning (Historical SIA / FINSIA). (Kaplan Higher Education Pty Limited, 2004) and SMSF Specialist Adviser (SSA) (SMSF Association, 2009). Jane is recorded as a member of SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Jane Gun a registered financial adviser?
Yes. Jane Gun is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000295262.
Which licensee does Jane Gun work under?
Halpin Wealth Partners Pty Ltd, Australian financial services licence 517210.
What can Jane Gun 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.