TRUDY-ANNE JENKINS (Adviser# 001234906) 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 January 3, 2017.
| Register Name | Financial Advisers |
| Adviser Name | TRUDY-ANNE JENKINS |
| Adviser Number | 001234906 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1998 |
| Financial Service (AFS) Licence |
Licence# 000420367 GUIDEWAY FINANCIAL SERVICES PTY LTD |
| Licence ABN | 46156498538 |
| Adviser Start Date | 2017-01-03 |
| Appointing Representative Name | GUIDEWAY FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000420367 |
| Appointing Representative ABN | 46156498538 |
| Memberships |
Financial Planning Association of Australia (FPA) Financial Planning Association of Australia (FPA) SMSF Association |
| Further Restrictions | 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 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certificate IV in Finance and Mortgage Broking | Kaplan Professional |
| Certified Financial Planner | FPA |
| Certified Financial Planner | FPA |
| Graduate Diploma Financial Planning | Securities Institute of Australia |
| Graduate Diploma Financial Planning | Securities Institute of Australia |
| Margin Lending | Mentor Education |
| SMSF | Cavendish Super P/L & International Centre for Financial Services |
| SMSF | Cavendish Super P/L & International Centre for Financial Services |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000420367 |
GUIDEWAY FINANCIAL SERVICES PTY LTD
Further restrictions: 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 |
2017-01-03 - | GUIDEWAY FINANCIAL SERVICES PTY LTD |
| 000411766 |
MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
Licence controlled by: MERCER (AUSTRALIA) PTY LTD [Date Ceased: 13/04/2016] ~ Marsh Mercer Holdings (Australia) Pty Ltd |
2016-07-28 - 2017-01-03 | MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD |
| 000278937 |
THE ADVICE EXCHANGE PTY LTD
Licence controlled by: ADVICE EXCHANGE SOLUTIONS PTY LTD Further restrictions: Includes SMSF and Margin Lending but excludes Credit as it relates to Financial Planning |
2016-01-29 - 2016-07-01 | THE ADVICE EXCHANGE PTY LTD |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2015-08-31 - 2015-11-23 | GWM ADVISER SERVICES LIMITED |
| 000237853 |
EASTWOODS WEALTH MANAGEMENT PTY LTD
Licence controlled by: COMMUNITY CPS AUSTRALIA LIMITED |
2014-04-14 - 2015-08-04 | |
| 000244310 | AUSTRALIAN CENTRAL CREDIT UNION LTD | 2013-02-18 - 2014-04-04 |
| Licence Name | GUIDEWAY FINANCIAL SERVICES PTY LTD |
| Licence Number | 000420367 |
| Licence ABN | 46156498538 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| RICHARD PURCHASE | Guideway Financial Services Pty Ltd | Current | 2018-07-19 |
| CHRISTOPHER PARSONS | Guideway Financial Services Pty Ltd | Current | 2018-07-19 |
| BENJAMIN PETER BASEDOW | Guideway Financial Services Pty Ltd | Current | 2018-07-16 |
| MANOJ PRASAD SHARMA | Guideway Financial Services Pty Ltd | Current | 2018-04-09 |
| JESSICA LOOI | Guideway Financial Services Pty Ltd | Current | 2018-04-03 |
| JEFFREY WATKINS | Guideway Financial Services Pty Ltd | Current | 2018-02-13 |
| CAMERON TEAGUE | Guideway Financial Services Pty Ltd | Current | 2017-12-18 |
| JOHN MULCAHY | Guideway Financial Services Pty Ltd | Current | 2017-12-18 |
| MARTIN GEE | Guideway Financial Services Pty Ltd | Current | 2017-12-07 |
| BRADLEY JAMES PRICE | Guideway Financial Services Pty Ltd | Current | 2017-12-05 |
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| 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.