Jesse Samuel Field
Financial Adviser in Erina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001269492
- Location
- Erina NSW 2250
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 10 April 2024
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce (Finance), The University of Newcastle (2018); Diploma of Financial Planning, Monarch Institute (2018); Accredited Derivatives Adviser Level 1, Kaplan Professional (2020); Accredited Derivatives Adviser Level 2, Kaplan Professional (2021); Accredited Listed Product Adviser (ALPA), Kaplan Professional (2022); FPE020 SMSF Regulations and Taxation, Kaplan Higher Education Pty Limited (2024); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2024); SMSF Specialist Advisor (SSA), SMSF Association (2024); Tax for Financial Advising, Kaplan Education Pty Ltd (2025); Master of Financial Planning, Kaplan Higher Education Pty Limited (2026)
- Memberships
- SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jesse Samuel Field
On the Financial Advisers Register kept by ASIC, Jesse Samuel Field appears as a current financial adviser in Erina, New South Wales, adviser number 001269492.
The licensee Jesse advises under is Synchron Advice Pty Ltd (AFS licence 243313). That authorisation dates from 10 April 2024.
According to the register, Jesse first provided financial advice in 2018. The qualifications listed for Jesse include Bachelor of Commerce (Finance) (The University of Newcastle, 2018), Diploma of Financial Planning (Monarch Institute, 2018) and Accredited Derivatives Adviser Level 1 (Kaplan Professional, 2020). Professional memberships recorded: SMSF Association.
Jesse is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jesse Samuel Field a registered financial adviser?
Yes. Jesse Samuel Field is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001269492.
Which licensee does Jesse Samuel Field work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Jesse Samuel Field give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.