JENNIFER ANNE GOLDSWORTHY

Financial Adviser · Upper Mount Gravatt, QLD

Registered

Registration Number

000319974

Registration Status

Registered

Location

Upper Mount Gravatt, QLD 4122

Providing Advice Since

2007

Registration Date

27/11/2007

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2007 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute Of Technology
2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Mortgage & Finance Association of Australia (MFAA)
2010 - Margin Lending - Other - Pinnacle Financial Services Academy Pty Ltd
2022 - Accredited Aged Care Professional - Other - Aged Care Steps

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.