Jenny Kam
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000238825
- Location
- Sydney NSW 2000
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 21 April 2020
- First provided advice
- 2002
- Qualifications
- Bachelor of Arts, National University of Singapore (1995); Graduate Diploma of Financial Planning, Securities Institute (2004); Diploma of Financial Services (Finance/Mortgage Broking Management), Intellitrain Pty Ltd (2012); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2012); Ethics & Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Australian Financial Complaints Authority Limited (AFCA); CFP - Certified Financial Planner (FPA); Financial Advice Association of Australia (FAAA); MFAA - Mortgage & Finance Association of Australia
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jenny Kam
Jenny Kam is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000238825).
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 21 April 2020.
The register records 2002 as the year Jenny first provided financial advice. Qualifications and training on file include Bachelor of Arts (National University of Singapore, 1995), Graduate Diploma of Financial Planning (Securities Institute, 2004) and Diploma of Financial Services (Finance/Mortgage Broking Management) (Intellitrain Pty Ltd, 2012). Jenny is recorded as a member of Australian Financial Complaints Authority Limited (AFCA), CFP – Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 Kam a registered financial adviser?
Yes. Jenny Kam is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000238825.
Which licensee does Jenny Kam work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Jenny Kam 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; standard margin lending.