Jennifer Simmonds

Financial Adviser

ASIC adviser number:
000406152
Qualifications and training:

2006, FNS60404 Advanced Diploma of Financial Services (Financial Planning), , Kaplan Professional Education
2011, Margin Lending and Geared Investments, , Kaplan Professional Education
2013, CFP Certification Program, , FPA
2015, Accredited Aged Care Professional, , Aged Care Steps
2016, Self Managed Superannuation Fund Adviser (Personal Advice), , Mentor Education

When adviser first provided advice:
2005
Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:
None
Location:
Level 3 Suite 16, 1 Mona Vale Rd.
Mona Vale  NSW  2103
Website:
https://retirebd.com.au/
AFS licence holder name:
Matrix Planning Solutions Limited
AFS licence number:
000238256
Licence controlled by:
Centrepoint Alliance Limited ~ Clearview Wealth Limited [Date Ceased: 30/11/2021]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».