Jessie Crozier
Financial Adviser in Bendigo, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001232923
- Location
- Bendigo VIC 3550
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 17 February 2023
- First provided advice
- 2014
- Qualifications
- Diploma of Financial Planning, Monarch Institute (2014); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2025)
- 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
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jessie Crozier
Jessie Crozier is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bendigo, Victoria (adviser number 001232923).
Jessie provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 17 February 2023.
According to the register, Jessie first provided financial advice in 2014. Qualifications and training on file include Diploma of Financial Planning (Monarch Institute, 2014) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2025).
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: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Jessie Crozier a registered financial adviser?
Yes. Jessie Crozier is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001232923.
Which licensee does Jessie Crozier work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Jessie Crozier 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: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."