TRUDY-ANNE JENKINS
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2001 - Graduate Diploma in Financial Planning (Historical SIA/FINSIA) - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2002 - Graduate Diploma Financial Planning - - Securities Institute of Australia
2004 - CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited
2004 - Certified Financial Planner - - FPA
2014 - SMSF - - Cavendish Super P/L & International Centre for Financial Services
2014 - Self Managed Superannuation Course - Other - Cavendish Super Pty Ltd & International Centre for Financial Services
2016 - Margin Lending Adviser (Personal Advice) - Other - Mentor Education
2018 - DFP5v4 Tax for Financial Advising - Other - Kaplan Education Pty Limited
2018 - FNS40815 Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Education Pty Limited
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2019 - TASACLv2 Commercial Law - Other - Kaplan Education Pty Limited
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.