Jenny Bai
Financial Adviser in Castle Hill, New South Wales, Australia
Review Jenny Bai
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 number000279425
- Location
- Castle Hill NSW 2154
- Licensee
- Fintegrity Wealth Advisers Pty Ltd (AFSL 534971)
- Authorised since
- 1 July 2023
- First provided advice
- 2007
- Qualifications
- Bachelor of Mathematics and Finance, University of Technology, Sydney (2001); Graduate Diploma of Financial Planning, Securities Institute (2005); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jenny Bai
On the Financial Advisers Register kept by ASIC, Jenny Bai appears as a current financial adviser in Castle Hill, New South Wales, adviser number 000279425.
The licensee Jenny advises under is Fintegrity Wealth Advisers Pty Ltd (AFS licence 534971). That authorisation dates from 1 July 2023.
The register records 2007 as the year Jenny first provided financial advice. Qualifications and training on file include Bachelor of Mathematics and Finance (University of Technology, Sydney, 2001), Graduate Diploma of Financial Planning (Securities Institute, 2005) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Jenny 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 Jenny Bai here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jenny Bai a registered financial adviser?
Yes. Jenny Bai is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000279425.
Which licensee does Jenny Bai work under?
Fintegrity Wealth Advisers Pty Ltd, Australian financial services licence 534971.
What can Jenny Bai 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.