JENNIFER LOUISE LEONARD
Financial Adviser · Cronulla, NSW
📚 Qualifications & Training
2001 - Diploma of Financial Planning (8 units) - Advanced Diploma (AQF 6) - FPA Australia
2006 - Self Managed Superannuation Funds Course - Other - Tribeca Learning
2010 - Accredited Listed Products Adviser Program - Other - Kaplan Professional
2011 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2016 - Accredited Aged Care Professional Program - Other - Aged Care Steps
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Griffith University
🏢 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.