Financial Adviser · SYDNEY, NSW

Jessica Boreta

SYDNEY, NSW

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 000300753

Currently at

Aware Super Services

Sydney, NSW (firm address)

View firm profile

About Jessica Boreta

Jessica Boreta is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry since 2006. Jessica is currently authorised under Aware Financial Services Australia Limited, operating through Aware Super Services. Jessica holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Jessica's qualifications include a Master of Financial Planning from Griffith UNiversity. Jessica is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Ltd

2015

Diploma of Finance and Mortgage Broking Management

Kaplan Education Pty Ltd

2016

7817AFE GBS Income Tax Law

Griffith University

2016

Advanced Diploma of Financial Planning

Mentor Education

2016

Bachelor of Applied Management

Federation University

2018

7822AFE Applied Tax

Griffith University

2018

7823AFE Principles of Business & Corporations

Griffith University

2018

Master of Financial Planning

Griffith UNiversity

2021

FPETH501A Ethics & Professional Standards for Financial Advisers

Ethics - TAFE NSW Higher Education

Registration History

Aware Financial Services Australia Limited

Aug 2026 - Present Current

Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Hnw Planning Pty Ltd

Feb 2025 - Jun 2026 Ceased

Hnw Planning Pty Ltd

Aug 2024 - Jan 2025 Ceased

Westpac Banking Corporation

Dec 2016 - Jun 2019 Ceased

Akumin Financial Planning Pty Limited

Apr 2011 - Jan 2016 Ceased

MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Akumin Financial Planning Pty Limited

Aug 2008 - Jan 2010 Ceased

Source: ASIC Financial Advisers Register