Financial Adviser
· MUDGEE, NSW
Jessica Louise Simunic
No disciplinary history on record with ASIC
MUDGEE,
NSW
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001301598
About Jessica Louise Simunic
Jessica Louise Simunic is a financial adviser based in Mudgee, New South Wales, with 3 years of experience in the financial services industry since 2023. Jessica is currently authorised under Lifespan 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 Business from The University of Newcastle Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Business
The University of Newcastle Australia
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
SuperConcepts
Registration History
Source: ASIC Financial Advisers Register