Financial Adviser · BRISBANE CITY, QLD

Jean Mary Watt

BRISBANE CITY, QLD
41 Years experience
Tax advice
authorised
ASIC Registered · ADV 000286179
Currently at
Melbourne, VIC (firm address)

About Jean Mary Watt

Jean Mary Watt is a financial adviser based in Brisbane City, Queensland, with 41 years of experience in the financial services industry since 1985. Jean is currently authorised under Capstone Financial Planning, operating through Jennie Watt & Associates. Jean holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jean's qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA). Jean is a member of Financial Advice Association of Australia (FAAA).

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

1992
Diploma of Financial Planning
Deakin University
1995
Certified Financial Planner
Financial Planning Association of Australia (FPA)

Registration History

Mar 2005 - Present Current

Source: ASIC Financial Advisers Register