Financial Adviser
· PERTH, WA
Jessica Anne Nesbitt
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001258979
Jessica Anne Nesbitt is a financial adviser based in Perth, Western Australia, with 9 years of experience in the financial services industry. Jessica is currently authorised under Shadforth Financial Group Limited. 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 5 unit CFP Certification Program from Financial Planning Association of Australia Limited. 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
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Commerce
The University of Western Australia
2015
FNS50611 Diploma of Financial Planning
Kaplan Professional
2019
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2022
Accredited Listed Product Adviser Program
Kaplan Professional
2022
SMSF Specialist Advisor (SSA)
SMSF Association Limited
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education