JENNIFER MARIE ATKINSON
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1992 - Bachelor of Business - - University of Technology Sydney
1994 - Diploma of Financial Planning - - FPA - RMIT University
1997 - Certified Financial Planner - - FPA
1998 - Diploma of Superannuation Management - - ASFA - Macquarie University
2012 - SMSF Specialist Adviser - - SMSF Association
2019 - FASEA Financial Advisers Exam - Bridging Course - Regulation & Legal Obligations - FASEA Standards Authority
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
Tax Practitioners Board
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.