Financial Adviser
· SUTHERLAND, NSW
Jacqueline Louise Alessi
No disciplinary history on record with ASIC
SUTHERLAND,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269946
About Jacqueline Louise Alessi
Jacqueline Louise Alessi is a financial adviser based in Sutherland, New South Wales, with 8 years of experience in the financial services industry since 2018. Jacqueline is currently authorised under Advice Assist Australia. Jacqueline holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Jacqueline's qualifications include a Bachelor of Business from University of Technology Sydney. Jacqueline is a member of CPA Australia (CPA), National Tax and Accountants Association (NTAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Business
University of Technology Sydney
2021
SMSF Specialist Advisor Program
SMSF Association Ltd
2023
CPA Program
CPA Australia Ltd
2025
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register