Financial Adviser · PERTH, WA

Nera Jareb

PERTH, WA
19 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003111
Licensee
Sydney, NSW (licence address on ASIC register)

About Nera Jareb

Nera Jareb is a financial adviser based in Perth, Western Australia, with 19 years of experience in the financial services industry since 2007. Nera works at Shadforth Financial Group, which is licensed through Shadforth Financial Group Limited. Nera holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nera's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Nera 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

2004
Bachelor of Business
Edith Cowan University
2007
Advanced Diploma of Financial Services (Financial Planning) FNS60404
Tribeca Learning (Aust) Pty Ltd
2009
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2011
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2013
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd

Registration History

Jun 2015 - Present Current
PLAN B WEALTH MANAGEMENT PTY LTD
Jan 2007 - May 2015 Ceased

Source: ASIC Financial Advisers Register