Jenny Louise Forbes
Financial Adviser in Doncaster East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001248112
- Location
- Doncaster East VIC 3109
- Licensee
- Selby Westhorpe Financial Solutions Pty Ltd (AFSL 230418)
- Authorised since
- 4 September 2023
- First provided advice
- 2016
- Qualifications
- Bachelor of Business, Victoria University (1992); Financial Planning, Kaplan Professional (2011); Certified Financial Planner, FPA (2017); FPC002B Ethics & Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, 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 Louise Forbes
Jenny Louise Forbes is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Doncaster East, Victoria (adviser number 001248112).
Advice is given under the Australian financial services licence of Selby Westhorpe Financial Solutions Pty Ltd, licence number 230418. That authorisation dates from 4 September 2023.
The register records 2016 as the year Jenny first provided financial advice. Qualifications and training on file include Bachelor of Business (Victoria University, 1992), Financial Planning (Kaplan Professional, 2011) and Certified Financial Planner (FPA, 2017). Jenny is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, life risk insurance, life investment products, deposit and payment 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.
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Questions people ask
Is Jenny Louise Forbes a registered financial adviser?
Yes. Jenny Louise Forbes is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001248112.
Which licensee does Jenny Louise Forbes work under?
Selby Westhorpe Financial Solutions Pty Ltd, Australian financial services licence 230418.
What can Jenny Louise Forbes give advice on?
The register lists these advice areas: superannuation; securities; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.