Trudy-anne Jenkins – Financial Adviser
Adviser identifying number: 1234906
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998
Name of the licence holder: MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
Licence number: 411766
Licensee’s ABN: 76153168293
Licence controlled by: MERCER (AUSTRALIA) PTY LTD [Date Ceased: 13/04/2016] ~ Marsh Mercer Holdings (Australia) Pty Ltd
The date the Financial Adviser commenced the appointment: 28/07/2016
The date the Financial Adviser ceased the appointment: 03/01/2017
Name of the Authorised Representative: MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
Authorised Representative identifying number: 000411766
Authorised Representative’s ABN: 76153168293
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:
- Certified Financial Planner – FPA
- Certified Financial Planner – FPA
- Graduate Diploma Financial Planning – Securities Institute of Australia
- Graduate Diploma Financial Planning – Securities Institute of Australia
- Margin Lending – Mentor Education
- SMSF – Cavendish Super P/L & International Centre for Financial Services
- SMSF – Cavendish Super P/L & International Centre for Financial Services
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Financial Planning Association of Australia (FPA)
- SMSF Association
Trudy-anne Jenkins is authorised to provide advices on following products: