Jessie Crozier is a financial adviser based in Doncaster, Victoria, with 12 years of experience in the financial services industry. Jessie is currently authorised under Charter Financial Planning Limited. Jessie 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
Government Bonds
Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Authorised to provide tax financial advice services
Registration History
Feb 2023 - Present
Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Aug 2022 - Jan 2023
Ceased
No standard margin lending
Jun 2021 - Jul 2022
Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Dec 2019 - Jun 2021
Ceased
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Oct 2018 - Nov 2019
Ceased
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Jun 2017 - Oct 2018
Ceased
Jun 2014 - Jun 2017
Ceased
Securities: Class of product only. Government Debentures, Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register