JENNIFER ANNE WARD

Financial Adviser Β· Brisbane, QLD

Registered

Registration Number

001241387

Registration Status

Registered

Location

Brisbane, QLD 4000

Providing Advice Since

2016

Registration Date

28/04/2016

Financial Services Licensee

MERIT WEALTH PTY LTD

Licence #000409361

πŸ“š Qualifications & Training

2007 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - Queensland University of Technology
2009 - Chartered Accountant (CA) - Professional Designations - Chartered Accountant Australia & New Zealand (CA ANZ)
2016 - Self-Managed Superannuation Funds - Other - Financial Education Professionals
2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

🏒 Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

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.