Jarred Henry
Financial Adviser in Geelong, Victoria, Australia
Review Jarred Henry
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001003232
- Location
- Geelong VIC 3220
- Licensee
- Illingworth David Financial Planning Pty Ltd (AFSL 253127)
- Authorised since
- 15 August 2022
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce (Finance and Financial Planning), Deakin University (2014); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor Education (2018); Accredited Listed Product Adviser Program, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, 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 Jarred Henry
On the Financial Advisers Register kept by ASIC, Jarred Henry appears as a current financial adviser in Geelong, Victoria, adviser number 001003232.
Advice is given under the Australian financial services licence of Illingworth David Financial Planning Pty Ltd, licence number 253127. The current authorisation started on 15 August 2022.
The register records 2014 as the year Jarred first provided financial advice. The qualifications listed for Jarred include Bachelor of Commerce (Finance and Financial Planning) (Deakin University, 2014), Self Managed Superannuation Fund Adviser (Personal Advice) (Mentor Education, 2018) and Accredited Listed Product Adviser Program (Kaplan Professional, 2021). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Jarred Henry here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jarred Henry a registered financial adviser?
Yes. Jarred Henry is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003232.
Which licensee does Jarred Henry work under?
Illingworth David Financial Planning Pty Ltd, Australian financial services licence 253127.
What can Jarred Henry give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.