Financial Adviser
· NORTH PERTH, WA
Amanda Leigh Jarosz
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000975
Amanda Leigh Jarosz is a financial adviser based in North Perth, Western Australia, with 17 years of experience in the financial services industry. Amanda is currently authorised under Momentum Planning Pty Ltd. Amanda 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 CFP Certification from FPA. Amanda 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
2008
Diploma of Financial Services
Finsia
2008
Graduate Certificate in Financial Planning
Finsia
2011
Margin Lending & Geared Investments
Kaplan
2014
Applied Finance
Kaplan
2014
CFP Certification
FPA
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan