Financial Adviser · EAST MAITLAND, NSW

Jessica Joy Deamer

EAST MAITLAND, NSW

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001264846

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

Jessica Joy Deamer is a financial adviser based in East Maitland, New South Wales, with 8 years of experience in the financial services industry since 2018. Jessica is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Jessica holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jessica's qualifications include a Bachelor of Commerce from University of Newcastle.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2016

Bachelor of Commerce

University of Newcastle

2018

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2018

Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2020

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2021

GSBS6516 Ethics in Financial Services

Ethics - University of Newcastle

2021

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jun 2018 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register