Financial Adviser · SYDNEY, NSW

Jasmine Katrina Theophile

SYDNEY, NSW
18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000319963
Currently at
Sydney, NSW (firm address)

About Jasmine Katrina Theophile

Jasmine Katrina Theophile is a financial adviser based in Sydney, New South Wales, with 18 years of experience in the financial services industry since 2008. Jasmine is currently authorised under Pwp Advisory, operating through Private Wealth Partners Advisory. Jasmine holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jasmine's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Jasmine 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 Derivatives Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2003
Bachelor of Commerce
University of New South Wales
2008
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2008
Graduate Diploma of Financial Planning
Kaplan Professional
2018
Accredited Aged Care Professional
Aged Care Steps (ACS) Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Aug 2026 - Present Current
Oct 2024 - Present Current
Oct 2024 - Present Current
Jan 2023 - Oct 2024 Ceased
Mar 2021 - Sep 2022 Ceased
Not authorised to provide personal advice in Listed Securities (Portfolios > $300k).
Jun 2018 - Mar 2021 Ceased
Mar 2012 - May 2018 Ceased
Nov 2007 - Jun 2011 Ceased

Source: ASIC Financial Advisers Register