Jacquelene Ryan – Financial Adviser

Adviser identifying number: 1251425
Status: Current
Adviser’s ABN: 45669727278
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: PARADIGM PROFESSIONALS GROUP PTY LTD
Licence number: 476351
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 23/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GOLDFINCH FINANCIAL ADVISORY PTY LTD
Authorised Representative identifying number: 1251418
Authorised Representative’s ABN: 68616389470

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 Economics – Monash University
  • Diploma of Financial Services (Financial Planning) – Pinnacle Financial Services Academy
  • Masters of Taxation – University of Melbourne
  • SMSF Specialist – Superconcepts & University of Adelaide

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • Institute of Public Accountants (IPA)
  • The Tax Institute (CTA)

Jacquelene Ryan 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 / IDPS Only
  • Retirement Savings Account Products
  • Securities
  • Superannuation