Jasmine Katrina Theophile
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000319963
- Location
- Sydney NSW 2000
- Licensee
- Private Wealth Partners Group Pty Limited (AFSL 484737); PWP Advisory Pty Ltd (AFSL 700170)
- Authorised since
- 1 October 2024
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce, University of New South Wales (2003); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2008); Graduate Diploma of Financial Planning, Kaplan Professional (2008); Accredited Aged Care Professional, Aged Care Steps (ACS) Pty Ltd (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Jasmine Katrina Theophile
Jasmine Katrina Theophile is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000319963).
Jasmine provides advice as an authorised representative of Private Wealth Partners Group Pty Limited, which holds Australian financial services licence 484737. The register also lists PWP Advisory Pty Ltd (licence 700170). That authorisation dates from 1 October 2024.
The register records 2008 as the year Jasmine first provided financial advice. The qualifications listed for Jasmine include Bachelor of Commerce (University of New South Wales, 2003), Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2008) and Graduate Diploma of Financial Planning (Kaplan Professional, 2008). 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 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jasmine Katrina Theophile a registered financial adviser?
Yes. Jasmine Katrina Theophile is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000319963.
Which licensee does Jasmine Katrina Theophile work under?
Private Wealth Partners Group Pty Limited, Australian financial services licence 484737 and PWP Advisory Pty Ltd, Australian financial services licence 700170.
What can Jasmine Katrina Theophile 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; derivatives.