Maree Therese Jarrett
Financial Adviser in Belmont, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000261161
- Location
- Belmont QLD 4153
- Licensee
- Lunaris Wealth Pty Ltd (AFSL 536915)
- Authorised since
- 23 February 2024
- First provided advice
- 1994
- Qualifications
- BA(Economics), University of Qld (1986); Certificate in Financial Markets, The Securities Institute of Australia (1994); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1995); Graduate Diploma in Financial Planning, University of New England (2023)
- Memberships
- Aged Care Steps; 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Maree Therese Jarrett
Maree Therese Jarrett is a financial adviser in Belmont, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000261161.
Advice is given under the Australian financial services licence of Lunaris Wealth Pty Ltd, licence number 536915. The current authorisation started on 23 February 2024.
The register records 1994 as the year Maree first provided financial advice. The qualifications listed for Maree include BA(Economics) (University of Qld, 1986), Certificate in Financial Markets (The Securities Institute of Australia, 1994) and Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1995). Maree is recorded as a member of Aged Care Steps and Financial Advice Association of Australia (FAAA).
Maree 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 Maree Therese Jarrett a registered financial adviser?
Yes. Maree Therese Jarrett is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000261161.
Which licensee does Maree Therese Jarrett work under?
Lunaris Wealth Pty Ltd, Australian financial services licence 536915.
What can Maree Therese Jarrett 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.