Financial Adviser · HINCHINBROOK, NSW

Jessica Boreta

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 000300753

Currently at

Erina, NSW

View firm profile

Jessica Boreta is a financial adviser based in Hinchinbrook, New South Wales, with 20 years of experience in the financial services industry since 2006. Jessica is currently authorised under Hnw Planning, operating through Zabali Wealth Advisory. Jessica holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jessica's qualifications include a Master of Financial Planning from Griffith UNiversity. Jessica is a member of FBAA - Finance Brokers Association of Australia and Financial Planner AFP (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2015

Diploma of Finance & Mortgage Broking

Kaplan Professional

2016

Advanced Diploma of Financial Planning

Mentor Education

2016

Cavendish & ICFS Specialist SMSF Course

University of Adelaide

2018

Master of Financial Planning

Griffith UNiversity

2020

Financial adviser exam

FASEA

Registration History

Hnw Planning Pty Ltd

Feb 2025 - Present Current

Hnw Planning Pty Ltd

Aug 2024 - Jan 2025 Ceased

Westpac Banking Corporation

Dec 2016 - Jun 2019 Ceased

Akumin Financial Planning Pty Limited

Apr 2011 - Jan 2016 Ceased

MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Akumin Financial Planning Pty Limited

Aug 2008 - Jan 2010 Ceased

Source: ASIC Financial Advisers Register