Jayne Elizabeth Bawden
Financial Adviser in Aitkenvale, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239705
- Location
- Aitkenvale QLD 4814
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 1 August 2021
- First provided advice
- 1997
- Qualifications
- Diploma of Financial Planning (8 units), FPA Australia (2000); Diploma of Financial Planning, Financial Planning Association of Australia Ltd (2000); Self Managed Superannuation Funds, Tribeca Learning (Aust) Pty Ltd (2004); Self Managed Superannuation Funds Course, Tribeca Learning (2004); Masters of Business Administration, James Cook University (2007); Master of Business Administration, James Cook University (2008); Margin Lending and Geared Investments, Kaplan Professional Pty Ltd (2011); Margin Lending and Geared Investments Course, Kaplan Professional (2011); TASA and the TPB Code of Professional Conduct Course, Kaplan Professional (2015); Tax for Financial Advising Course, Kaplan Professional (2016); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2019); Client Engagement Skills Course (FPC007B), Kaplan Higher Education (2020); Economic and Legal Context for Financial Planning Course (FPC001B), Kaplan Higher Education (2020)
- Memberships
- Certified Finanical Planner (CFP) of FAAA; Financial Planning Association of Australia (FPA) - CERTIFIED FINANCIAL PLANNER professional
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jayne Elizabeth Bawden
Jayne Elizabeth Bawden is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Aitkenvale, Queensland (adviser number 000239705).
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 1 August 2021.
The register records 1997 as the year Jayne first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (8 units) (FPA Australia, 2000), Diploma of Financial Planning (Financial Planning Association of Australia Ltd, 2000) and Self Managed Superannuation Funds (Tribeca Learning (Aust) Pty Ltd, 2004). Jayne is recorded as a member of Certified Finanical Planner (CFP) of FAAA and Financial Planning Association of Australia (FPA) – CERTIFIED FINANCIAL PLANNER professional.
Jayne is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.”
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Questions people ask
Is Jayne Elizabeth Bawden a registered financial adviser?
Yes. Jayne Elizabeth Bawden is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239705.
Which licensee does Jayne Elizabeth Bawden work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Jayne Elizabeth Bawden give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF."