Financial Adviser
· MELBOURNE, VIC
Jessica Suzanne Balchand
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000303937
Jessica Suzanne Balchand is a financial adviser based in Melbourne, Victoria, with 20 years of experience in the financial services industry. Jessica is currently authorised under Findex Advice Services 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 Certified Financial Planner from Financial Planning Association of Australia. 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
Restrictions: Excluding SMSF and LRBA's
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Business (Financial Risk Management)
Victoria University
2015
Certified Financial Planner
Financial Planning Association of Australia
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional