Financial Adviser · ADELAIDE, SA

Jolie Margaret Boyce

8 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001270148

Jolie Margaret Boyce is a financial adviser based in Adelaide, South Australia, with 8 years of experience in the financial services industry. Jolie is currently authorised under Ri Advice Group Pty Ltd. Jolie 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 of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2004

8 unit Diploma of Financial Planning

Financial Planning Association of Australia Limited

2022

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Ri Advice Group Pty Ltd

Dec 2018 - Present Current

Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register