Jennifer Richardson – Financial Adviser

Adviser identifying number: 1255457
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: INTERPRAC FINANCIAL PLANNING PTY LTD
Licence number: 246638
Licensee’s ABN: 14076093680
Licence controlled by: INTERPRAC LTD.

The date the Financial Adviser commenced the appointment: 09/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SEVEN EIGHTY NINE PTY LTD
Authorised Representative identifying number: 001255401
Authorised Representative’s ABN: 67618536397

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:

Relevant qualifications and training:

  • Bachelor of Commerce – University of Newcastle
  • FNS50615 – Diploma of Financial Planning – Pinnacle Financial Services Academy

Relevant memberships of professional bodies or industry associations:

  • Institute of Public Accountants (IPA)
  • National Tax Agents’ Association Ltd.
  • National Tax and Accountants’ Association Ltd.
  • The Institute of Chartered Accountants in Australia

Jennifer Richardson 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