Jessica Casey Curtis
Financial Adviser in Walkervale, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001234749
- Location
- Walkervale QLD 4670
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 1 March 2024
- First provided advice
- 2015
- Qualifications
- Self Managed Superannuation Funds Course, Kaplan Professional (2014); Derivatives Course, Kaplan Professional (2015); Diploma of Financial Planning, Sydney Institute (2015); Margin Lending Course, Kaplan Professional (2015); Securities Course, Kaplan Professional (2015); Advanced Diploma of Financial Planning, Kaplan Professional (2016); Commercial Law Course (TASACLv2), Kaplan Professional (2018); Master of Financial Planning, Kaplan Higher Education (2018); Tax for Financial Advising (Short Answer Exam) Course (DFP5v3), Kaplan Professional (2018); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jessica Casey Curtis
On the Financial Advisers Register kept by ASIC, Jessica Casey Curtis appears as a current financial adviser in Walkervale, Queensland, adviser number 001234749.
Jessica provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. The current authorisation started on 1 March 2024.
The register records 2015 as the year Jessica first provided financial advice. The qualifications listed for Jessica include Self Managed Superannuation Funds Course (Kaplan Professional, 2014), Derivatives Course (Kaplan Professional, 2015) and Diploma of Financial Planning (Sydney Institute, 2015).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jessica Casey Curtis a registered financial adviser?
Yes. Jessica Casey Curtis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001234749.
Which licensee does Jessica Casey Curtis work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Jessica Casey Curtis give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.