Jenny Clare Gerrard
STEPHEN FINANCIAL SOLUTIONS PTY LTD · North Sydney NSW 2060 · Advising since 2015
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000450683
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- STEPHEN FINANCIAL SOLUTIONS PTY LTD · AFSL 518185Since 13 January 2020
- Principal business address
- North Sydney NSW 2060
- First year providing advice
- 2015
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJan 2020 – presentSTEPHEN FINANCIAL SOLUTIONS PTY LTD · AFSL 518185
- CEASEDNov 2018 – Jan 2020FINANCIAL WISDOM LIMITED · AFSL 231138
- CEASEDDec 2013 – Jul 2017AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Graduate Diploma of Financial Planning
Kaplan Professional · 2023 · Graduate Diploma (AQF 8)
Advanced Diploma of Financial Planning
Mentor Education · 2018
Self Managed Superannuation Funds
Kaplan Professional · 2014
Diploma of Financial Planning
Kaplan Professional · 2013
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Jenny Clare Gerrard claims the profile.
Reviews
Not yet reviewed
No client has reviewed Jenny Clare Gerrard on Souffle yet.
Contacting Jenny Clare Gerrard
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
STEPHEN FINANCIAL SOLUTIONS PTY LTD · AFSL 518185
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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