Heather Joy Jensen – Financial Adviser
Adviser identifying number: 244940
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001
Name of the licence holder: SECURITOR FINANCIAL GROUP LTD
Licence number: 240687
Licensee’s ABN: 48009189495
Licence controlled by: WESTPAC BANKING CORPORATION
The date the Financial Adviser commenced the appointment: 17/02/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SECURITOR FINANCIAL GROUP LTD
Authorised Representative identifying number: 000240687
Authorised Representative’s ABN: 48009189495
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
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Relevant qualifications and training:
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional Education
- Bachelor of Arts (Accountancy) – South Australian Institute of Technology (now Uni SA)
- Chartered Accountant Financial Planning Specialist – Institute of Chartered Accountants Australia
- Masters of Business Administration – Adelaide University
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Chartered Accountants Australia and New Zealand (CA)
Heather Joy Jensen is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility