ANDREA JENKINS
Financial Adviser · Cheltenham, VIC
📚 Qualifications & Training
2007 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT)
2009 - Certified Financial Planner Education Program - Professional Designations - FPA Australia
2014 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2015 - Retirement Planning - Other - University of NSW
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Certified Financial Planner (CFP) of FAAA
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.