JESSICA PEARCE

Financial Adviser Ā· Adelaide, SA

Registered

Registration Number

001265827

Registration Status

Registered

Location

Adelaide, SA 5000

Providing Advice Since

2018

Registration Date

01/07/2018

Financial Services Licensee

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD

Licence #000230637

šŸ“š Qualifications & Training

2007 - Bachelor of Quantitative Finance - - University of South Australia
2015 - Diploma of Financial Planning - - Kaplan Professional
2018 - Advanced Diploma of Financial Planning - - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2020 - Financial Adviser Exam - Other - FASEA
2025 - Commercial Law/Tax Law for Financial Planning - Other - Kaplan
2025 - Taxation for Financial Planning - Other - Kaplan

ā„¹ļø 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.