Petrese Jillian Ivey
Financial Adviser in West Leederville, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000322935
- Location
- West Leederville WA 6007
- Licensee
- Bruining Partners Pty Ltd (AFSL 245514)
- Authorised since
- 10 November 2022
- First provided advice
- 2008
- Qualifications
- Bashelor of Business (Accounting), Edith Cowan University (1992); Diploma of Financial Services (Financial Planning), Financial Services Training & Assessment Pty Ltd (2007); Margin Lending, Pinnacle Financial Services (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019); Fellow Chartered Financial Practitioner, Association of Fnancial Advisers (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, 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 Petrese Jillian Ivey
Petrese Jillian Ivey is listed on ASIC’s Financial Advisers Register as a current financial adviser based in West Leederville, Western Australia (adviser number 000322935).
Advice is given under the Australian financial services licence of Bruining Partners Pty Ltd, licence number 245514. That authorisation dates from 10 November 2022.
The register records 2008 as the year Petrese first provided financial advice. The qualifications listed for Petrese include Bashelor of Business (Accounting) (Edith Cowan University, 1992), Diploma of Financial Services (Financial Planning) (Financial Services Training & Assessment Pty Ltd, 2007) and Margin Lending (Pinnacle Financial Services, 2012). Petrese is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Petrese Jillian Ivey a registered financial adviser?
Yes. Petrese Jillian Ivey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000322935.
Which licensee does Petrese Jillian Ivey work under?
Bruining Partners Pty Ltd, Australian financial services licence 245514.
What can Petrese Jillian Ivey give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.