Jenny Josephs Financial Planner Report

Name:
Jenny Josephs

Rep Number:
000238615

Status:
Current

First Advice:
1992

Disciplinary action:
No action

Most Recent Role:
2013-05-29 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000231103

ABN:
46 094 765 134

Controlled By:

Appointed By
Name:
Fiducian Financial Services Pty Ltd

Licence Number:
000231103

ABN:
46 094 765 134

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Diploma of Financial Planning

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