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Trudy-anne Jenkins

Name
Trudy-anne Jenkins
ID
1234906
ABN
First Provided Advice
1998
Restrictions
Includes SMSF and Margin Lending but excludes Credit as it relates to Financial Planning

Qualifications

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

  • Certificate IV in Finance and Mortgage Broking - Kaplan Professional
  • Certified Financial Planner - FPA
  • Certified Financial Planner - FPA
  • Ethics + Professionalism in Financial Advice - Kaplan
  • Graduate Diploma Financial Planning - Securities Institute of Australia
  • Graduate Diploma Financial Planning - Securities Institute of Australia
  • SMSF - Cavendish Super P/L & International Centre for Financial Services
  • SMSF - Cavendish Super P/L & International Centre for Financial Services

Memberships

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

  • Financial Planning Association of Australia (FPA)
  • Financial Planning Association of Australia (FPA)

Licencee

Status
Current
Licence Holder
Guideway Financial Services Pty ltd (#420367)
Commenced
Jan. 3, 2017

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
Australian Central Credit Union Ltd (#244310)
Commenced
Feb. 18, 2013
Ceased
April 4, 2014
Status
Ceased
Licence Holder
Eastwoods Wealth Management Pty Ltd (#237853)
Commenced
April 14, 2014
Ceased
Aug. 4, 2015
Status
Ceased
Licence Holder
Gwm Adviser Services Limited (#230692)
Commenced
Aug. 31, 2015
Ceased
Nov. 23, 2015
Status
Ceased
Licence Holder
Mercer Financial Advice (australia) Pty Ltd (#411766)
Commenced
July 28, 2016
Ceased
Jan. 3, 2017
Status
Ceased
Licence Holder
The Advice Exchange Pty Ltd (#278937)
Commenced
Jan. 29, 2016
Ceased
July 1, 2016