Sherman Sawtelle Jenner
Financial Adviser in Noosa Heads, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002031
- Location
- Noosa Heads QLD 4567
- Licensee
- Ascendia Pty Ltd (AFSL 307308)
- Authorised since
- 28 February 2007
- First provided advice
- 1999
- Qualifications
- Bachelor of Arts (Economics), University of Queensland (1989); Master of Business Administration (Financial Management), University Of Queensland (1995); Certified Financial Planner, FPA (2004); Diploma of Financial Planning, Deakin University (2004); Graduate Diploma of Applied Finance & Investment, Kaplan Higher Education Pty Limited (FINSIA) (2004)
- Memberships
- Financial Advice Association of Australia (FAAA); Institute of Public Accountants (IPA); National Tax & Accountants Association (NTAA)
- 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 Sherman Sawtelle Jenner
On the Financial Advisers Register kept by ASIC, Sherman Sawtelle Jenner appears as a current financial adviser in Noosa Heads, Queensland, adviser number 001002031.
The licensee Sherman advises under is Ascendia Pty Ltd (AFS licence 307308). That authorisation dates from 28 February 2007.
The register records 1999 as the year Sherman first provided financial advice. Qualifications and training on file include Bachelor of Arts (Economics) (University of Queensland, 1989), Master of Business Administration (Financial Management) (University Of Queensland, 1995) and Certified Financial Planner (FPA, 2004). Professional memberships recorded: Financial Advice Association of Australia (FAAA), Institute of Public Accountants (IPA) and National Tax & Accountants Association (NTAA).
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 Sherman Sawtelle Jenner a registered financial adviser?
Yes. Sherman Sawtelle Jenner is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002031.
Which licensee does Sherman Sawtelle Jenner work under?
Ascendia Pty Ltd, Australian financial services licence 307308.
What can Sherman Sawtelle Jenner 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.