Jennifer Elizabeth Porter
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000275480
- Location
- Sydney NSW 2000
- Licensee
- Bloom Advisory Group Pty Ltd (AFSL 437398)
- Authorised since
- 1 July 2013
- First provided advice
- 1997
- Qualifications
- Bachelor of Education, Australian Catholic University (1992); Certified Financial Planner, Financial Planning Association (2001); Diploma of Financial Planning, Financial Planning Association of Australia Limited (2001); Self Managed Superannuation Funds, Kaplan Professional (2009); Tax (financial) adviser, Tax Practitioners Board (2014)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jennifer Elizabeth Porter
Jennifer Elizabeth Porter is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000275480.
The licensee Jennifer advises under is Bloom Advisory Group Pty Ltd (AFS licence 437398). That authorisation dates from 1 July 2013.
According to the register, Jennifer first provided financial advice in 1997. Qualifications and training on file include Bachelor of Education (Australian Catholic University, 1992), Certified Financial Planner (Financial Planning Association, 2001) and Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2001). Jennifer is recorded as a member of Financial Advice Association of Australia (FAAA).
Jennifer is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jennifer Elizabeth Porter a registered financial adviser?
Yes. Jennifer Elizabeth Porter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000275480.
Which licensee does Jennifer Elizabeth Porter work under?
Bloom Advisory Group Pty Ltd, Australian financial services licence 437398.
What can Jennifer Elizabeth Porter give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.