JESSICA DEAN

Financial Adviser ยท West Perth, WA

Registered

Registration Number

001298151

Registration Status

Registered

Location

West Perth, WA 6005

Providing Advice Since

2023

Registration Date

04/07/2022

Financial Services Licensee

GLOBE FINANCIAL PLANNING PTY LTD

Licence #000499923

๐Ÿ“š Qualifications & Training

2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2023 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association of Australia
2023 - Masters of Financial Planning - Masters Degree (AQF 9) - Kaplan

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.