Financial Adviser
· SYDNEY, NSW
Jessica Waller
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000419528
Jessica Waller is a financial adviser based in Sydney, New South Wales, with 14 years of experience in the financial services industry. Jessica is currently authorised under Bridge Private Wealth AFSL Pty Ltd. Jessica holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Economics from University of New South Wales. Jessica is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Economics
University of New South Wales
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2013
Self Managed Superannuation Funds
Kaplan Professional Education
2025
Graduate Diploma of Financial Planning
Kaplan High Education Pyt Limited
Registration History
BRIDGE PRIVATE WEALTH PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register