Financial Adviser
· SYDNEY, NSW
Jane Mitchell
No disciplinary history on record with ASIC
SYDNEY,
NSW
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000323403
Practice
Sydney, NSW (practice address on ASIC register)
Licensed through Esencia Wealth Partners
About Jane Mitchell
Jane Mitchell is a financial adviser based in Sydney, New South Wales, with 16 years of experience in the financial services industry since 2010. Jane works at Esencia Wealth, which is licensed through Esencia Wealth Partners. Jane holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jane's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. Jane 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
FINSIA Education
2015
Advanced Diploma of Financial Planning
Kaplan Education Pty Limited
2018
Accredited Listed Product Adviser Program
Kaplan Education Pty Limited
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
Master of Financial Planning
Kaplan Higher Education Pty Limited
2025
Accredited Aged Care Professional program
Aged Care Steps