Jenny Clare Gerrard
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000450683
- Location
- North Sydney NSW 2060
- Licensee
- Stephen Financial Solutions Pty Ltd (AFSL 518185)
- Authorised since
- 13 January 2020
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Planning, Kaplan Professional (2013); Self Managed Superannuation Funds, Kaplan Professional (2014); Advanced Diploma of Financial Planning, Mentor Education (2018); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- 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 Clare Gerrard
Jenny Clare Gerrard is listed on ASIC’s Financial Advisers Register as a current financial adviser based in North Sydney, New South Wales (adviser number 000450683).
Jenny provides advice as an authorised representative of Stephen Financial Solutions Pty Ltd, which holds Australian financial services licence 518185. The current authorisation started on 13 January 2020.
The register records 2015 as the year Jenny first provided financial advice. The qualifications listed for Jenny include Diploma of Financial Planning (Kaplan Professional, 2013), Self Managed Superannuation Funds (Kaplan Professional, 2014) and Advanced Diploma of Financial Planning (Mentor Education, 2018). Jenny is recorded as a member of 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.
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Questions people ask
Is Jenny Clare Gerrard a registered financial adviser?
Yes. Jenny Clare Gerrard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000450683.
Which licensee does Jenny Clare Gerrard work under?
Stephen Financial Solutions Pty Ltd, Australian financial services licence 518185.
What can Jenny Clare Gerrard 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.