JENNA LOUISE CAREY

Financial Adviser · Brighton-Le-Sands, NSW

Registered

Registration Number

001270275

Registration Status

Registered

Location

Brighton-Le-Sands, NSW 2216

Providing Advice Since

2018

Registration Date

04/12/2018

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2016 - Bachelor of Commerce (Accounting and Commercial Law) - Bachelor Degree (AQF 7) - University of Sydney
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional

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.