Jane Gun

Name
Jane Gun
ID
295262
ABN
–
First Provided Advice
2000

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1997 - Bachelor of Business - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
  • 2004 - Graduate Diploma in Financial Planning (Historical SIA / FINSIA). - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
  • 2009 - SMSF Specialist Adviser (SSA) - Professional Designations - SMSF Association
  • 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • SMSF Association

Licencee

Status
Current
Licence Holder
Halpin Wealth Partners Pty ltd (#517210)
Commenced
Oct. 1, 2019

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Financial Services Partners Pty Limited (#237590)
Commenced
Sept. 17, 2008
Ceased
Feb. 10, 2011
Status
Ceased
Licence Holder
Genesys Wealth Advisers Pty Limited (#232686)
Commenced
July 16, 2013
Ceased
May 1, 2015
Status
Ceased
Licence Holder
Gwm Adviser Services Pty Ltd (#230692)
Commenced
May 2, 2011
Ceased
July 13, 2012
Status
Ceased
Licence Holder
Magnitude Group Pty Ltd (#221557)
Commenced
May 4, 2015
Ceased
Sept. 30, 2019