Financial Adviser · SYDNEY, NSW

Felicia Jamieson

9 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000405700

Felicia Jamieson is a financial adviser based in Sydney, New South Wales, with 9 years of experience in the financial services industry. Felicia is currently authorised under Merit Wealth Pty Ltd. Felicia holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accounting) from University of Technology Sydney. Felicia is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and National Tax and Accountants Association.

Authorised to Advise On

Tax Financial Advice Superannuation Deposit Products

Restrictions: Financial Product advice is limited to SMSF - Product class advice on superannuation

Authorised to provide tax financial advice services

Qualifications and Training

1995

Bachelor of Business (Accounting)

University of Technology Sydney

2011

Diploma of Financial Services (Financial Planning)

Mentor Education

2015

Chartered Accountant (CA)

Chartered Accountants Australia & New Zealand (CA ANZ)

2016

Self-Managed Superannuation Funds

Pinnacle Financial Services Academy

2024

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

Merit Wealth Pty Ltd

Sep 2018 - Present Current

Financial Product advice is limited to SMSF - Product class advice on superannuation

A.c.n. 155 907 681 Pty Ltd

Aug 2017 - Sep 2018 Ceased

Source: ASIC Financial Advisers Register