Financial Adviser
· GEELONG WEST, VIC
Jesse Purser
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000468
Jesse Purser is a financial adviser based in Geelong West, Victoria, with 12 years of experience in the financial services industry. Jesse is currently authorised under Ap Licence Pty Ltd. Jesse 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Jesse 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
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce major in Financial Planning (v1)
Deakin University
2015
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2017
Super Concepts & ICFS Specialist SMSF Course
University of Adelaide
2025
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register