Jessica Brizuela CFP®

Independent Financial Advisor at Allied Wealth | Sydney
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Sydney Area, AU

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Bio

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Credentials

  • Independent Financial Adviser
    PIFA
    Oct, 2022
    - Oct, 2024
  • Certified Financial Planner (CFP)
    Financial Planning Association of Australia
    Nov, 2016
    - Oct, 2024

Experience

  • Allied Wealth | Sydney
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Independent Financial Advisor
      • Sep 2022 - Present

  • Findex
    • Australia
    • Financial Services
    • 500 - 600 Employee
    • Associate Partner
      • Jan 2018 - Sep 2022

  • Centric Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jul 2016 - Dec 2017

    • Associate Financial Advisor
      • Mar 2013 - Jun 2016

    • Client Relationship Manager
      • Feb 2012 - Feb 2013

  • Econ Financial Services
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Relationship Manager
      • Aug 2008 - Feb 2012

    • Paraplanner
      • Jul 2007 - Jul 2008

    • Administrative Assistant
      • Feb 2006 - Jun 2007

Education

  • Certified Financial Planner
    CFP®, Financial Planning and Services
    2014 - 2016
  • Kaplan Professional
    Master's degree, Applied Finance
    2007 - 2013
  • University of Wollongong
    Bachelor of Commerce - BCom, Economics
    2003 - 2005

Community

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