JESSE PURSER
Financial Adviser · Geelong West, VIC
📚 Qualifications & Training
2008 - Bachelor of Commerce major in Financial Planning (v1) - Bachelor Degree (AQF 7) - Deakin University
2015 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA)
2017 - Super Concepts & ICFS Specialist SMSF Course - - University of Adelaide
2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.