Financial Adviser · JOONDALUP, WA

Jesse Dean Slater

JOONDALUP, WA

1 Years experience

Tax advice
authorised

ASIC Registered · ADV 001310803

Practice

Cedar Wealth Money Managers

Joondalup, WA (practice address on ASIC register)

Licensed through Sentry Advice

View practice

About Jesse Dean Slater

Jesse Dean Slater is a financial adviser based in Joondalup, Western Australia, with 1 year of experience in the financial services industry since 2025. Jesse works at Cedar Wealth Money Managers, which is licensed through Sentry Advice. Jesse holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jesse 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 Securities Deposit Products Government Bonds

Restrictions: Superannuation - All authorisation excludes SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

2023

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Sentry Advice Pty Ltd

Aug 2024 - Present Current

Superannuation - All authorisation excludes SMSF advice

Source: ASIC Financial Advisers Register