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: