Jenny Elizabeth Moorman
Financial Adviser in Ascot, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000323011
- Location
- Ascot WA 6104
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 2 September 2024
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce (Economics and Financial Planning), Curtin University of Technology (2008); Ethics and Professionalism in Financial Advice, Kaplan (2020); Accredited Listed Product Adviser Program, Kaplan (2023)
- 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
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jenny Elizabeth Moorman
Jenny Elizabeth Moorman is a financial adviser in Ascot, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000323011.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 2 September 2024.
The register records 2008 as the year Jenny first provided financial advice. The qualifications listed for Jenny include Bachelor of Commerce (Economics and Financial Planning) (Curtin University of Technology, 2008), Ethics and Professionalism in Financial Advice (Kaplan, 2020) and Accredited Listed Product Adviser Program (Kaplan, 2023). Jenny is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.”
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Questions people ask
Is Jenny Elizabeth Moorman a registered financial adviser?
Yes. Jenny Elizabeth Moorman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000323011.
Which licensee does Jenny Elizabeth Moorman work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Jenny Elizabeth Moorman 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. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF."