Financial Adviser
· ERINA, NSW
Jesse Samuel Field
No disciplinary history on record with ASIC
ERINA,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269492
About Jesse Samuel Field
Jesse Samuel Field is a financial adviser based in Erina, New South Wales, with 8 years of experience in the financial services industry since 2018. Jesse is currently authorised under Synchron Advice, operating through Feg Holdings. Jesse holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jesse's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. Jesse is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Commerce (Finance)
The University of Newcastle
2018
Diploma of Financial Planning
Monarch Institute
2020
Accredited Derivatives Adviser Level 1
Kaplan Professional
2021
Accredited Derivatives Adviser Level 2
Kaplan Professional
2022
Accredited Listed Product Adviser (ALPA)
Kaplan Professional
2024
FPE020 SMSF Regulations and Taxation
Kaplan Higher Education Pty Limited
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
SMSF Specialist Advisor (SSA)
SMSF Association
2025
Tax for Financial Advising
Kaplan Education Pty Ltd
2026
Master of Financial Planning
Kaplan Higher Education Pty Limited