Jennifer Leonard

Financial Adviser

ASIC adviser number:

000309465

Qualifications and 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

When adviser first provided advice:

1996

Membership of professional associations:

Certified Financial Planner (CFP) of FAAA

Disciplinary action by ASIC:

None

Location:

Suite 3, 25 Cronulla Street
Cronulla NSW 2230

Website:

https://www.jeneratefinancialplanning.com.au/

AFS licence holder name:

Alliance Wealth Pty Ltd

AFS licence number:

000449221

Licence controlled by:

Centrepoint Alliance Limited ~ Centrepoint Wealth Pty Ltd [Date Ceased: 21/02/2018]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».