Financial Adviser · PERTH, WA

Jessica Jane Lacey

1 Years experience
Tax advice
authorised
ASIC Registered · ADV 001313267

Jessica Jane Lacey is a financial adviser based in Perth, Western Australia, with 1 year 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 Bachelor of Business Major in Management from Edith Cowan University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Restrictions: Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Authorised to provide tax financial advice services

Qualifications and Training

2014
Bachelor of Business Major in Management
Edith Cowan University
2024
Accredited Aged Care Professional Program
Aged Care Steps Pty Ltd
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd

Registration History

Jan 2025 - Present Current
Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Source: ASIC Financial Advisers Register