Financial Adviser · WEST LEEDERVILLE, WA

Petrese Jillian Ivey

18 Years experience

Tax advice
authorised

Currently at

West Leederville, WA

View firm profile

ASIC Registered · ADV 000322935

Petrese Jillian Ivey is a financial adviser based in West Leederville, Western Australia, with 18 years of experience in the financial services industry. Petrese is currently authorised under Bruining Partners Pty Ltd. Petrese 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 Diploma of Financial Services (Financial Planning) from Financial Services Training & Assessment Pty Ltd. Petrese 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 Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1992

Bashelor of Business (Accounting)

Edith Cowan University

2007

Diploma of Financial Services (Financial Planning)

Financial Services Training & Assessment Pty Ltd

2012

Margin Lending

Pinnacle Financial Services

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2019

Fellow Chartered Financial Practitioner

Association of Fnancial Advisers

Registration History

Bruining Partners Pty Ltd

Nov 2022 - Present Current

Unisuper Management Pty. Ltd.

Aug 2018 - Oct 2022 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Aug 2014 - Feb 2017 Ceased

Excluding Self Managed Superannuation Funds

Integralife Pty Ltd

Jun 2013 - Dec 2013 Ceased

PARTNERSHIP FINANCIAL SERVICES PTY LTD

Aug 2012 - Jun 2013 Ceased

Paragem Pty Limited

Aug 2009 - Aug 2012 Ceased

GUARDIANFP PTY LIMITED

Mar 2008 - Jun 2010 Ceased

Source: ASIC Financial Advisers Register