Heather Jensen Financial Planner Report

Name:
Heather Joy Jensen

Rep Number:
000244940

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2014-02-17 onwards

Licensee
Name:

Number:
000240687

ABN:
48 009 189 495

Controlled By:

Appointed By
Name:
Securitor Financial Group Ltd

Licence Number:
000240687

ABN:
48 009 189 495

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional Education
Advanced Diploma of Financial Services (Financial Planning)
South Australian Institute of Technology (now Uni SA)
Bachelor of Arts (Accountancy)
Institute of Chartered Accountants Australia
Chartered Accountant Financial Planning Specialist
Adelaide University
Masters of Business Administration

Memberships
Association of Financial Advisers (AFA)
Chartered Accountants Australia and New Zealand (CA)