Financial Adviser
· NEWTON, VIC
Jessica Elyse Nance
No disciplinary history on record with ASIC
NEWTON,
VIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000434066
About Jessica Elyse Nance
Jessica Elyse Nance is a financial adviser based in Newton, Victoria, with 13 years of experience in the financial services industry since 2013. Jessica is currently authorised under Ozplan Financial Services. Jessica holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jessica's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Jessica 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
2009
Bachelor of Commerce (Financial Planning and Accounting)
Deakin University
2011
Diploma of Financial Planning
International Institute of Technology
2012
Advanced Diploma of Financial Planning
International Institute of Technology
2017
Certified Financial Planner
Financial Planning Association of Australia
2019
Ethics and Professionalism in Financial Planning
Ethics - Kaplan
Registration History
MAGNITUDE GROUP PTY LTD
Excluding Self Managed Superannuation Funds
MAGNITUDE GROUP PTY LTD
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register