Jesse Field Email
Financial Adviser @ Financial Edge Group
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Jesse Field Location
- New South Wales, Australia
Jesse Field Work
- Financial Adviser @ (March 2024 - Present)
- Financial Adviser @ (May 2021 - March 2024)
- Equity Derivatives Associate @ (June 2020 - May 2021)
- Associate Adviser @ (June 2019 - June 2020)
- Associate Adviser @ (January 2018 - June 2019)
Jesse Field Education
- Kaplan Professional
Master of Financial Planning
2024-2026 - Kaplan Professional
Graduate Diploma of Financial Planning
2024-2024 - University of Newcastle
Bachelor of Commerce (Finance | Marketing)
2015-2017 - Kaplan Professional
Accredited Listed Product Adviser (ALPA)
2022 - Kaplan Professional
Accredited Derivatives Adviser (ADA1 & ADA2)
2020 - Monarch Institute
Diploma of Financial Planning
2018 - Stockbrokers and Financial Advisers Association
DTR-Cash Equities | DTR-Equity Derivatives
- SMSF Association
SMSF Specialist Advisor (SSA®)
2024
Jesse Field Skills
- Investments
- Portfolio Management
- Superannuation
- Wealth Management
Jesse Field Summary
- Jesse Field, based in New South Wales, Australia, is currently a Financial Adviser at Financial Edge Group. Jesse Field brings experience from previous roles at Coastal Advice Group, Commonwealth Bank, Lifestyle Financial Services and MPM Wealth Management. Jesse Field holds a 2024 - 2026 Master of Financial Planning @ Kaplan Professional. With a robust skill set that includes Investments, Portfolio Management, Superannuation, Wealth Management and more. Jesse Field has 1 emails on RocketReach.
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