Financial Adviser
· WEST END, QLD
Jade Leslie Dawson
No disciplinary history on record with ASIC
WEST END,
QLD
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000295879
Practice
West End, QLD (practice address on ASIC register)
Licensed through Sentry Advice
About Jade Leslie Dawson
Jade Leslie Dawson is a financial adviser based in West End, Queensland, with 19 years of experience in the financial services industry since 2007. Jade works at Financial Priorities, which is licensed through Sentry Advice. Jade holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jade's qualifications include a Master of Financial Planning from University of the Sunshine Coast.
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
2005
Diploma of Financial Services (Financial Planning)
Tribeca Learning (Aust) Pty Ltd
2006
Master of Financial Planning
University of the Sunshine Coast
2011
Margin Lending and Gearing Investments
Kaplan Education Pty Ltd
2012
ASX Accredited Listed Products Adviser (ALPA) Program
Kaplan
2012
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited