Financial Adviser
· MILE END, SA
Jacquelyn Anne Rennie
No disciplinary history on record with ASIC
MILE END,
SA
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000303687
About Jacquelyn Anne Rennie
Jacquelyn Anne Rennie is a financial adviser based in Mile End, South Australia, with 17 years of experience in the financial services industry since 2009. Jacquelyn is currently authorised under Synchron Advice, operating through Assured Wealth Advisors. Jacquelyn holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jacquelyn's qualifications include a 5 unit CFP Certification Program from Financial Advice Association of Australia Limited. Jacquelyn 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Advanced Diploma of Financial Services (Financial Planning)
Tribeca Learning (Aust) Pty Limited
2005
Diploma of Financial Services (Financial Planning)
Tribeca Learning (Aust) Pty Limited
2008
5 unit CFP Certification Program
Financial Advice Association of Australia Limited
2010
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2011
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
Accredited Aged Care Professional Program
Aged Care Steps