Jennifer Lynn Newport – Financial Adviser
Adviser identifying number: 1244125
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: THE SMSF EXPERT PTY LTD
Licence number: 445113
Licensee’s ABN: 17155686356
Licence controlled by:
The date the Financial Adviser commenced the appointment: 18/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CORE ADVICE PTY LTD
Authorised Representative identifying number: 1252800
Authorised Representative’s ABN: 15130189070
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:
- SMSF Personal Advice Course – Pinnacle Financial Services Academy
- SMSF Specialist Advisor – SMSF Association
Relevant memberships of professional bodies or industry associations:
- National Tax and Accountants’ Association (NTAA)
- SMSF Association
Jennifer Lynn Newport is authorised to provide advices on following products:
- Superannuation / Self-Managed Superannuation Fund
- Superannuation / A person’s existing holding in a superannuation product
- Class of Product Advice – Superannuation