Financial Adviser
· BELMONT, QLD
Maree Therese Jarrett
No disciplinary history on record with ASIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000261161
Maree Therese Jarrett is a financial adviser based in Belmont, Queensland, with 32 years of experience in the financial services industry. Maree is currently authorised under Lunaris Wealth Pty Ltd. Maree 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 Graduate Diploma in Financial Planning from University of New England. Maree is a member of Aged Care Steps and 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
1986
BA(Economics)
University of Qld
1994
Certificate in Financial Markets
The Securities Institute of Australia
1995
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2023
Graduate Diploma in Financial Planning
University of New England
Registration History
TRADE WIND FINANCIAL SERVICES PTY LTD
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
MYONLINEADVISERS PTY LTD
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register