Jennifer Simmonds Financial Planner Report

Name:
Jennifer Anne Simmonds

Rep Number:
000406152

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2011-06-15 onwards

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

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
Aged Care Steps
Accredited Aged Care Professional
FPA
CFP Certification Program
Kaplan Professional Education
FNS60404 Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
Margin Lending and Geared Investments
Mentor Education
Self Managed Superannuation Fund Adviser (Personal Advice)

Memberships
Financial Planning Association of Australia (FPA)