Jeanie Sinclair
Financial Adviser in Crows Nest, New South Wales, Australia
Review Jeanie Sinclair
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 number001241369
- Location
- Crows Nest NSW 2065
- Licensee
- 314 Financial Partnership Pty Ltd (AFSL 501527)
- Authorised since
- 5 December 2018
- First provided advice
- 1993
- Qualifications
- Diploma of Financial Planning, Deakin University (1995); Master of Commerce (Financial Planning), Western Sydney University (1998); ASX Accredited Listed Product Adviser Program, Kaplan Professional (2017); TASACL, Kaplan Education Pty Ltd (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 Jeanie Sinclair
Jeanie Sinclair is a financial adviser in Crows Nest, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001241369.
Advice is given under the Australian financial services licence of 314 Financial Partnership Pty Ltd, licence number 501527. That authorisation dates from 5 December 2018.
According to the register, Jeanie first provided financial advice in 1993. The qualifications listed for Jeanie include Diploma of Financial Planning (Deakin University, 1995), Master of Commerce (Financial Planning) (Western Sydney University, 1998) and ASX Accredited Listed Product Adviser Program (Kaplan Professional, 2017). 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.
Reviews
Nobody has reviewed Jeanie Sinclair here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jeanie Sinclair a registered financial adviser?
Yes. Jeanie Sinclair is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001241369.
Which licensee does Jeanie Sinclair work under?
314 Financial Partnership Pty Ltd, Australian financial services licence 501527.
What can Jeanie Sinclair 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.