Financial Adviser
· SYDNEY, NSW
Jessy Wang
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001310570
Jessy Wang is a financial adviser based in Sydney, New South Wales, with 2 years of experience in the financial services industry. Jessy is currently authorised under Climb Wealth Pty Ltd. Jessy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jessy holds a Graduate Diploma of Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2023
Graduate Diploma of Financial Planning
Kaplan