Jessica Elyse Nance
Financial Adviser in Newton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000434066
- Location
- Newton VIC 3220
- Licensee
- Ozplan Financial Services Pty Ltd (AFSL 221235)
- Authorised since
- 10 April 2017
- First provided advice
- 2013
- Qualifications
- Bachelor of Commerce (Financial Planning and Accounting), Deakin University (2009); Diploma of Financial Planning, International Institute of Technology (2011); Advanced Diploma of Financial Planning, International Institute of Technology (2012); Certified Financial Planner, Financial Planning Association of Australia (2017); Ethics and Professionalism in Financial Planning, Kaplan (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jessica Elyse Nance
On the Financial Advisers Register kept by ASIC, Jessica Elyse Nance appears as a current financial adviser in Newton, Victoria, adviser number 000434066.
Jessica provides advice as an authorised representative of Ozplan Financial Services Pty Ltd, which holds Australian financial services licence 221235. That authorisation dates from 10 April 2017.
According to the register, Jessica first provided financial advice in 2013. Qualifications and training on file include Bachelor of Commerce (Financial Planning and Accounting) (Deakin University, 2009), Diploma of Financial Planning (International Institute of Technology, 2011) and Advanced Diploma of Financial Planning (International Institute of Technology, 2012). Jessica is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Elyse Nance a registered financial adviser?
Yes. Jessica Elyse Nance is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000434066.
Which licensee does Jessica Elyse Nance work under?
Ozplan Financial Services Pty Ltd, Australian financial services licence 221235.
What can Jessica Elyse Nance 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.