JESSE SAMUEL FIELD
Financial Adviser · Erina, NSW
📚 Qualifications & Training
2018 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - The University of Newcastle
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2020 - Accredited Derivatives Adviser Level 1 - Other - Kaplan Professional
2021 - Accredited Derivatives Adviser Level 2 - Other - Kaplan Professional
2022 - Accredited Listed Product Adviser (ALPA) - Other - Kaplan Professional
2024 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education Pty Limited
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2024 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association
2025 - Tax for Financial Advising - Other - Kaplan Education Pty Ltd
🏢 Professional Memberships
SMSF Association
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.