Financial Adviser
· FORTITUDE VALLEY, QLD
Jessica Ann Read
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000406290
Jessica Ann Read is a financial adviser based in Fortitude Valley, Queensland, with 15 years of experience in the financial services industry. Jessica is currently authorised under Horsey Jameson Bird 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 Master of Financial Planning from Kaplan Professional. 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 Business (Banking & Finance and Accounting)
Queensland University of Technology
2011
Diploma of Financial Services (Financial Planning)
RG146 Training Australia
2011
Margin Lending & Geared Investments
Kaplan Professional
2017
Master of Financial Planning
Kaplan Professional
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register