Jennifer Coleman – Financial Adviser

Adviser identifying number: 239961
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1990

Name of the licence holder: MGD WEALTH LTD
Licence number: 222600
Licensee’s ABN: 53009079725
Licence controlled by: 3 TIMES 8 PTY LTD

The date the Financial Adviser commenced the appointment: 30/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PETERS PROFESSIONAL PLANNING PTY LTD
Authorised Representative identifying number: 283002
Authorised Representative’s ABN: 60096670754

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Diploma of Financial Planning – International Institute of Technology Pty Ltd (IIT)
  • Investment Planning 1 – Integratec
  • Retirement Planning – FPA
  • Risk management and Insurance Planning – FPA

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Jennifer Coleman is authorised to provide advices on following products:

  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Superannuation