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:
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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