Jacqueline Irwin Financial Planner Report

Name:
Jacqueline Irwin

Rep Number:
000285008

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2016-07-21 onwards

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
Quantum Financial Training
Advanced Diploma of Financial Services (Financial Planning) FNS60404
Aged Care Steps (ACS) Pty Ltd
Aged Care Steps Pty Ltd Advice Accreditation Training Program
Financial Planning Association of Australia
Certified Financial Planner
The Institute of Chartered Accountants in Australia
Chartered Accountant - Financial Planning Specialist
The Institue of Chartered Accountants in Australia
Financial Planning Proper Authority Course

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)