JENNIFER MARIE ATKINSON

Licensee: XENTINEL FINANCIAL SERVICES PTY LTD

JENNIFER MARIE ATKINSON (Adviser# 000335330) 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 March 1, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name JENNIFER MARIE ATKINSON
Adviser Number 000335330
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1994
Financial Service (AFS) Licence Licence# 000224496
XENTINEL FINANCIAL SERVICES PTY LTD
Licence ABN 16095943187
Adviser Start Date 2015-03-01
Appointing Representative Name XENTINEL FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000224496
Appointing Representative ABN 16095943187
Memberships Financial Planning Association of Australia (FPA)
SMSF Association
Tax Practitioners Board

Authorisations to provide financial product advice

  • JENNIFER MARIE ATKINSON
  • ·
  • 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

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business University of Technology Sydney
Certified Financial Planner FPA
Diploma of Financial Planning FPA - RMIT University
Diploma of Superannuation Management ASFA - Macquarie University
SMSF Specialist Adviser SMSF Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000224496 XENTINEL FINANCIAL SERVICES PTY LTD 2015-03-01 - XENTINEL FINANCIAL SERVICES PTY LTD

Licensee Information

Licence Name XENTINEL FINANCIAL SERVICES PTY LTD
Licence Number 000224496
Licence ABN 16095943187

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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.