Jennifer Marie Atkinson
Financial Adviser in Sydney, New South Wales, Australia
Review Jennifer Marie Atkinson
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 number000335330
- Location
- Sydney NSW 2000
- Licensee
- Xentinel Financial Services Pty Ltd (AFSL 224496)
- Authorised since
- 1 January 2003
- First provided advice
- 1994
- Qualifications
- Bachelor of Business, University of Technology Sydney (1992); Diploma of Financial Planning, RMIT University (1994); Certified Financial Planner, FPA (1997); Diploma of Superannuation Management, Macquarie University (1998); SMSF Specialist Adviser, SMSF Association (2012); FASEA Financial Advisers Exam, FASEA Standards Authority (2019); Ethics & Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association; Tax Practitioners Board
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jennifer Marie Atkinson
Jennifer Marie Atkinson is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000335330.
Jennifer provides advice as an authorised representative of Xentinel Financial Services Pty Ltd, which holds Australian financial services licence 224496. The current authorisation started on 1 January 2003.
According to the register, Jennifer first provided financial advice in 1994. Qualifications and training on file include Bachelor of Business (University of Technology Sydney, 1992), Diploma of Financial Planning (RMIT University, 1994) and Certified Financial Planner (FPA, 1997). Jennifer is recorded as a member of Financial Advice Association of Australia (FAAA), SMSF Association and Tax Practitioners Board.
Jennifer is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Jennifer Marie Atkinson here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jennifer Marie Atkinson a registered financial adviser?
Yes. Jennifer Marie Atkinson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000335330.
Which licensee does Jennifer Marie Atkinson work under?
Xentinel Financial Services Pty Ltd, Australian financial services licence 224496.
What can Jennifer Marie Atkinson 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.