Jenny Josephs – Financial Adviser

Adviser identifying number: 238615
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1992

Name of the licence holder: FIDUCIAN FINANCIAL SERVICES PTY LTD
Licence number: 231103
Licensee’s ABN: 46094765134
Licence controlled by: FIDUCIAN GROUP LIMITED

The date the Financial Adviser commenced the appointment: 29/05/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FIDUCIAN FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 231103
Authorised Representative’s ABN: 46094765134

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: Diploma of Financial Planning – Kaplan

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • Financial Planning Association of Australia (FPA)
  • Institute of Public Accountants (IPA)

Jenny Josephs 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
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility