About Jayne Elizabeth Bawden
Jayne Elizabeth Bawden is a financial adviser based in Aitkenvale, Queensland, with 29 years of experience in the financial services industry since 1997. Jayne is currently authorised under Alliance Wealth, operating through Financial Advice Matters Group. Jayne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jayne's qualifications include a Masters of Business Administration from James Cook University. Jayne is a member of Certified Finanical Planner (CFP) of FAAA and Financial Planning Association of Australia (FPA) - CERTIFIED FINANCIAL PLANNER professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Government Bonds
Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.
Authorised to provide tax financial advice services
Qualifications and Training
2000
Diploma of Financial Planning (8 units)
FPA Australia
2000
Diploma of Financial Planning
Financial Planning Association of Australia Ltd
2004
Self Managed Superannuation Funds
Tribeca Learning (Aust) Pty Ltd
2004
Self Managed Superannuation Funds Course
Tribeca Learning
2007
Masters of Business Administration
James Cook University
2008
Master of Business Administration
James Cook University
2011
Margin Lending and Geared Investments
Kaplan Professional Pty Ltd
2011
Margin Lending and Geared Investments Course
Kaplan Professional
2015
TASA and the TPB Code of Professional Conduct Course
Kaplan Professional
2016
Tax for Financial Advising Course
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2020
Client Engagement Skills Course (FPC007B)
Behavioural Finance - Kaplan Higher Education
2020
Economic and Legal Context for Financial Planning Course (FPC001B)
Regulation & Legal Obligations - Kaplan Higher Education
Registration History
Aug 2021 - Present
Current
Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.
QINVEST LIMITED
Sep 2006 - Jun 2021
Ceased
Source: ASIC Financial Advisers Register