Jessica Suzanne Balchand
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000303937
- Location
- Melbourne VIC 3000
- Licensee
- Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 17 August 2018
- First provided advice
- 2006
- Qualifications
- Bachelor of Business (Financial Risk Management), Victoria University (2006); Certified Financial Planner, Financial Planning Association of Australia (2015); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- 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
- Restriction
- Excluding SMSF and LRBA's
- Tax (financial) advice
- Yes
- Register status
- Current
About Jessica Suzanne Balchand
Jessica Suzanne Balchand is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000303937).
The licensee Jessica advises under is Findex Advice Services Pty Ltd (AFS licence 243253). That authorisation dates from 17 August 2018.
The register records 2006 as the year Jessica first provided financial advice. The qualifications listed for Jessica include Bachelor of Business (Financial Risk Management) (Victoria University, 2006), Certified Financial Planner (Financial Planning Association of Australia, 2015) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2021). Professional memberships recorded: 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.
A further restriction is recorded on the register: “Excluding SMSF and LRBA’s.”
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Questions people ask
Is Jessica Suzanne Balchand a registered financial adviser?
Yes. Jessica Suzanne Balchand is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000303937.
Which licensee does Jessica Suzanne Balchand work under?
Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Jessica Suzanne Balchand 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. It also records this restriction: "Excluding SMSF and LRBA's."