Jennifer Maree Forge – Financial Adviser

Adviser identifying number: 441710
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: FYG PLANNERS PTY LTD
Licence number: 224543
Licensee’s ABN: 55094972540
Licence controlled by: The Trustee for Mancell Family Trust

The date the Financial Adviser commenced the appointment: 02/07/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: COMET ADVISERS PTY LTD
Authorised Representative identifying number: 314066
Authorised Representative’s ABN:

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) FNS50804 – Kaplan Education Pty Limited
• Graduate Diploma in Accounting – Monash University
• SMSF Fund Auditor – ASIC
• SMSF Specialist Advisor (SSA) Accreditation – SMSF Association

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• SMSF Association

Jennifer Maree Forge 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 / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation