Financial Adviser · MAROOCHYDORE, QLD

Jason Rees

3 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001299750

Jason Rees is a financial adviser based in Maroochydore, Queensland, with 3 years of experience in the financial services industry. Jason is currently authorised under Alliance Wealth Pty Ltd. Jason 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 (Accounting) from University of the Sunshine Coast.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2020

Bachelor of Commerce (Accounting)

University of the Sunshine Coast

2022

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Apr 2024 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.

Alliance Wealth Pty Ltd

Jul 2024 - May 2025 Ceased

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Spark Advisors Australia Pty Ltd

Nov 2022 - Mar 2024 Ceased

Authorisation excludes Direct Equities and Self Managed Superannuation Fund advice.

Source: ASIC Financial Advisers Register