Jennifer Anne Herreen – Financial Adviser
Adviser identifying number: 306725
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006
Name of the licence holder: ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
Licence number: 409424
Licensee’s ABN: 36146520390
Licence controlled by: ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
The date the Financial Adviser commenced the appointment: 16/04/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 409424
Authorised Representative’s ABN: 36146520390
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:
- AML/ATF Act Accreditation – Mortgage and Finance Association of Australia
- Commmercial Lending – Mortgage and Finance Association of Australia
- Diploma of Financial Planning – Mortgage Broking Management – Kaplan
- Diploma of Financial Services – Financial Planning – Kaplan
- RG146 – Financial Planning – Kaplan
Relevant memberships of professional bodies or industry associations: Association of Financial Adviser, Mortgage & Finance Association of Australia
Jennifer Anne Herreen is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Retirement Savings Account Products
- Superannuation