Financial Adviser
· JOONDALUP, WA
Jesse Dean Slater
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001310803
Jesse Dean Slater is a financial adviser based in Joondalup, Western Australia, with 1 year of experience in the financial services industry. Jesse is currently authorised under Sentry Advice 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). Jesse holds a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Superannuation - All authorisation excludes SMSF advice
Authorised to provide tax financial advice services
Qualifications and Training
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Superannuation - All authorisation excludes SMSF advice
Source: ASIC Financial Advisers Register