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