Financial Adviser
· WALKERVALE, QLD
Jessica Casey Curtis
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001234749
Jessica Casey Curtis is a financial adviser based in Walkervale, Queensland, with 11 years of experience in the financial services industry. Jessica is currently authorised under Alliance Wealth 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 Higher Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2014
Self Managed Superannuation Funds Course
Kaplan Professional
2015
Derivatives Course
Kaplan Professional
2015
Diploma of Financial Planning
TAFE NSW - Sydney Institute
2015
Margin Lending Course
Kaplan Professional
2015
Securities Course
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Commercial Law Course (TASACLv2)
Kaplan Professional
2018
Master of Financial Planning
Kaplan Higher Education
2018
Tax for Financial Advising (Short Answer Exam) Course (DFP5v3)
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
Registration History
FINCHOICE PTY LTD
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
FINCHOICE PTY LTD
Self Managed Superannuation Funds
FINCHOICE PTY LTD
Self Managed Superannuation Funds
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register