PETRESE JILLIAN IVEY
Financial Adviser · Perth, WA
📚 Qualifications & Training
1992 - Bashelor of Business (Accounting) - Bachelor Degree (AQF 7) - Edith Cowan University
2007 - Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Financial Services Training & Assessment Pty Ltd
2012 - Margin Lending - - Pinnacle Financial Services
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2019 - Fellow Chartered Financial Practitioner - Professional Designations - Association of Fnancial Advisers
🏢 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.