Trudy-Anne Jenkins
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001234906
- Location
- Adelaide SA 5000
- Licensee
- Guideway Financial Services Pty Ltd (AFSL 420367)
- Authorised since
- 3 January 2017
- First provided advice
- 1998
- Qualifications
- Graduate Diploma in Financial Planning (Historical SIA/FINSIA), Kaplan Higher Education Pty Limited (2001); Graduate Diploma Financial Planning, Securities Institute of Australia (2002); CFP Certification Program, Financial Advice Association of Australia Limited (2004); Certified Financial Planner, FPA (2004); SMSF, Cavendish Super P/L & International Centre for Financial Services (2014); Self Managed Superannuation Course, Cavendish Super Pty Ltd & International Centre for Financial Services (2014); Margin Lending Adviser (Personal Advice), Mentor Education (2016); DFP5v4 Tax for Financial Advising, Kaplan Education Pty Limited (2018); FNS40815 Certificate IV in Finance and Mortgage Broking, Kaplan Education Pty Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019); TASACLv2 Commercial Law, Kaplan Education Pty Limited (2019)
- 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
- Restriction
- Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised product list and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised
- Tax (financial) advice
- Yes
- Register status
- Current
About Trudy-Anne Jenkins
Trudy-Anne Jenkins is a financial adviser in Adelaide, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001234906.
The licensee Trudy-Anne advises under is Guideway Financial Services Pty Ltd (AFS licence 420367). The current authorisation started on 3 January 2017.
According to the register, Trudy-Anne first provided financial advice in 1998. The qualifications listed for Trudy-Anne include Graduate Diploma in Financial Planning (Historical SIA/FINSIA) (Kaplan Higher Education Pty Limited, 2001), Graduate Diploma Financial Planning (Securities Institute of Australia, 2002) and CFP Certification Program (Financial Advice Association of Australia Limited, 2004). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Trudy-Anne 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.
The register adds a condition to this authorisation: “Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised product list and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised.”
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Questions people ask
Is Trudy-Anne Jenkins a registered financial adviser?
Yes. Trudy-Anne Jenkins is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001234906.
Which licensee does Trudy-Anne Jenkins work under?
Guideway Financial Services Pty Ltd, Australian financial services licence 420367.
What can Trudy-Anne Jenkins 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. It also records this restriction: "Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised product list and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised."