Jenny Bai is a financial adviser based in Castle Hill, New South Wales, with 19 years of experience in the financial services industry since 2007. Jenny is currently authorised under Fintegrity Wealth Advisers, operating through Longevity Retirement Planning. Jenny holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jenny's qualifications include a Bachelor of Mathematics and Finance from University of Technology, Sydney. Jenny is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Registration History
Jul 2023 - Present
Current
Mar 2020 - Jun 2023
Ceased
Aug 2019 - Mar 2020
Ceased
You are authorised to perform the following tasks:. Deposit and payment products limited to:- Basic Deposit Products- Deposit Products other than basic Deposit Products. Life Products includinga) Investment life insurance products as well as any products issued by a registered life insurance company that are backed by one or more of its statutory funds; andb) Life risk insurance products as well as any products issued by a registered life insurance company that are backed by one or more of its statutory funds;. Interest in managed investment schemes including investor directed portfolio services;. Retirement savings accounts (RSA) products (Within the meaning of the retirement savings account act 1997);. Superannuation and retirement products
May 2007 - Jun 2019
Ceased
Source: ASIC Financial Advisers Register