JENNIFER ELIZABETH PORTER

Licensee: BLOOM ADVISORY GROUP PTY LTD

JENNIFER ELIZABETH PORTER (Adviser# 000275480) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 1, 2013.

Adviser Overview

Register Name Financial Advisers
Adviser Name JENNIFER ELIZABETH PORTER
Adviser Number 000275480
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1997
Financial Service (AFS) Licence Licence# 000437398
BLOOM ADVISORY GROUP PTY LTD
Licence ABN 74129742285
Adviser Start Date 2013-07-01
Appointing Representative Name BLOOM ADVISORY GROUP PTY LTD
Appointing Representative Number 000437398
Appointing Representative ABN 74129742285
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • JENNIFER ELIZABETH PORTER
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Education Australian Catholic University
Certified Financial Planner Financial Planning Association
Diploma of Financial Planning Financial Planning Association of Australia Limited
Self Managed Superannuation Funds Kaplan Professional
Tax (financial) adviser Tax Practitioners Board

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000437398 BLOOM ADVISORY GROUP PTY LTD 2013-07-01 - BLOOM ADVISORY GROUP PTY LTD
000307379 PATRON FINANCIAL SERVICES PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD
2008-02-22 - 2013-06-30 JENNIFER ELIZABETH PORTER

Licensee Information

Licence Name BLOOM ADVISORY GROUP PTY LTD
Licence Number 000437398
Licence ABN 74129742285

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.