Jenny Hotman – Financial Adviser
Adviser identifying number: 1245377
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:
The date the Financial Adviser commenced the appointment: 19/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INCA WEALTH MULTIPLIER PTY LTD
Authorised Representative identifying number: 1245330
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 Business (Professional Accountancy) – RMIT University
- Diploma of Financial Planning – Pinnacle Financial Services Academy
- Graduate Diploma of Chartered Accounting – The Institute of Chartered Accountants in Australia
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Tax Practitioners Board
Jenny Hotman is authorised to provide advices on following 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
- Superannuation