I have worked with Strategic Outsource Solutions and have found their knowledge and hands on experience have resulted in an efficient outcome for us when we were deciding whether to progress down the limited AFSL path or become an authorised representative.
Jenni Erbel (Director)
Jenni has worked in the financial services industry in Brisbane since 1987.
She has run her own training and consultancies businesses, managed both small and large licensees, worked as a financial planner, and managed an APRA regulated superannuation fund.
Currently she is a contract assessor and facilitator for Kaplan and CPA Australia, a responsible manager on a number of AFSLs and 1 RSE licence, and also provides consultancy services to superannuation funds, credit unions, AFSLs and Accountancies firms on compliance, operational risk and business planning.
Her qualifications include Masters of Financial Planning, Bachelor of Business (with Distinction), Bachelor of Commerce, Diploma of Education and Cert IV in Training & Assessment.