Financial Adviser
· UPPER MOUNT GRAVATT, QLD · Claimed profile
Jesse Maurice Batterson
No disciplinary history on record with ASIC
UPPER MOUNT GRAVATT,
QLD
Tax advice
authorised
authorised
Free initial
consultation
consultation
ASIC Registered · ADV 001319551
Currently at
Upper Mount Gravatt, QLD (firm address)
About Jesse Maurice Batterson
Jesse Maurice Batterson is a financial adviser based in Upper Mount Gravatt, Queensland. Jesse is currently authorised under Life Path Financial Planning, operating through Life Path Financial Solutions. 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 Bachelor of Business from QUT.
Specialisations
Retirement planning
Superannuation
Insurance
Investment advice
Estate planning
Aged care
Debt management
Centrelink / Government benefits
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 Business
QUT
2024
Graduate Diploma of Financial Planning
Kaplan