JENNIFER ELIZABETH PORTER

Financial Adviser · Sydney, NSW

Registered

Registration Number

000275480

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

1997

Registration Date

01/07/2013

Financial Services Licensee

BLOOM ADVISORY GROUP PTY LTD

Licence #000437398

📚 Qualifications & Training

1992 - Bachelor of Education - - Australian Catholic University
2001 - Certified Financial Planner - - Financial Planning Association
2001 - Diploma of Financial Planning - - Financial Planning Association of Australia Limited
2009 - Self Managed Superannuation Funds - - Kaplan Professional
2014 - Tax (financial) adviser - - Tax Practitioners Board

🏢 Professional Memberships

Financial Advice Association of Australia (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.