Financial Adviser
· MELBOURNE, VIC
Jessica Clare Pelham-webb
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245412
Jessica Clare Pelham-webb is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry. Jessica is currently authorised under First Financial 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 Bachelor of Business (Financial Planning) from RMIT University. Jessica 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2016
BLW14
Other - RMIT University
2016
BLW32
Other - RMIT University
2016
Bachelor of Business (Financial Planning)
RMIT University
2019
Accredited Aged Care Professional
Aged Care Steps
2019
Tier 1 Margin Lending
Other - Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
MAGNITUDE GROUP PTY LTD
Source: ASIC Financial Advisers Register