SHERMAN SAWTELLE JENNER

Financial Adviser ยท Noosa Heads, QLD

Registered

Registration Number

001002031

Registration Status

Registered

Location

Noosa Heads, QLD 4567

Providing Advice Since

1999

Registration Date

28/02/2007

Financial Services Licensee

ASCENDIA PTY LTD

Licence #000307308

๐Ÿ“š Qualifications & Training

1989 - Bachelor of Arts (Economics) - - University of Queensland
1995 - Master of Business Administration (Financial Management) - Masters Degree (AQF 9) - University Of Queensland
2004 - Certified Financial Planner - - FPA
2004 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2004 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited (FINSIA)

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
Institute of Public Accountants (IPA)
National Tax & Accountants Association (NTAA)

โ„น๏ธ 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.