Financial Adviser
· WEST END, QLD
Jessie Mccormack
No disciplinary history on record with ASIC
WEST END,
QLD
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001302763
About Jessie Mccormack
Jessie Mccormack is a financial adviser based in West End, Queensland, with 2 years of experience in the financial services industry since 2024. Jessie is currently authorised under Evergreen Financial Advisers, operating through Roshan Pandalai. Jessie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jessie holds a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2023
Graduate Diploma of Financial Planning
Kaplan Professional