Financial Adviser · AITKENVALE, QLD

Jessica Therese Peel

AITKENVALE, QLD
15 Years experience
Tax advice
authorised
ASIC Registered · ADV 000403540
Currently at
Bundall, QLD (firm address)

Jessica Therese Peel is a financial adviser based in Aitkenvale, Queensland, with 15 years of experience in the financial services industry since 2011. Jessica is currently authorised under Professional Investment Services, operating through Jayvee Management. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. Jessica is a member of SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Restricted from giving advice in Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education

Registration History

Apr 2011 - Present Current
Restricted from giving advice in Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register