Financial Adviser
· DONCASTER EAST, VIC
Jenny Louise Forbes
No disciplinary history on record with ASIC
DONCASTER EAST,
VIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001248112
Currently at
Doncaster East, VIC (firm address)
Jenny Louise Forbes is a financial adviser based in Doncaster East, Victoria, with 10 years of experience in the financial services industry since 2016. Jenny is currently authorised under Selby Westhorpe Financial Solutions. Jenny holds authorisations to advise on superannuation, life insurance, life insurance investments and securities, as well as tax financial advice services (TFAS). Jenny's qualifications include a Certified Financial Planner from FPA. Jenny is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Business
Victoria University
2011
Financial Planning
Kaplan Professional
2017
Certified Financial Planner
FPA
2020
FPC002B Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register