Financial Adviser
· BRISBANE CITY, QLD
Cassandra Lee Pearson
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001242823
Cassandra Lee Pearson is a financial adviser based in Brisbane City, Queensland, with 10 years of experience in the financial services industry. Cassandra is currently authorised under Catalpa Pty Ltd. Cassandra 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 Commerce from University of Canberra. Cassandra 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
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Commerce
University of Canberra
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
Self-Managed Superannuation Funds advice excluded
Source: ASIC Financial Advisers Register