Jennifer Anne Goldsworthy
Financial Adviser in Upper Mount Gravatt, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000319974
- Location
- Upper Mount Gravatt QLD 4122
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 27 November 2007
- First provided advice
- 2007
- Qualifications
- Bachelor of Business (Financial Planning), Royal Melbourne Institute Of Technology (2007); Certificate IV Financial Services (Finance/Mortgage Broking), Mortgage & Finance Association of Australia (MFAA) (2009); Margin Lending, Pinnacle Financial Services Academy Pty Ltd (2010); Accredited Aged Care Professional, Aged Care Steps (2022)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jennifer Anne Goldsworthy
Jennifer Anne Goldsworthy is a financial adviser in Upper Mount Gravatt, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000319974.
Jennifer provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The current authorisation started on 27 November 2007.
According to the register, Jennifer first provided financial advice in 2007. Qualifications and training on file include Bachelor of Business (Financial Planning) (Royal Melbourne Institute Of Technology, 2007), Certificate IV Financial Services (Finance/Mortgage Broking) (Mortgage & Finance Association of Australia (MFAA), 2009) and Margin Lending (Pinnacle Financial Services Academy Pty Ltd, 2010).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Jennifer Anne Goldsworthy a registered financial adviser?
Yes. Jennifer Anne Goldsworthy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000319974.
Which licensee does Jennifer Anne Goldsworthy work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Jennifer Anne Goldsworthy 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."