Jesse Slater
Financial Adviser
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About
Jesse Slater is an ASIC-registered financial adviser based in Joondalup, Western Australia, dedicated to helping clients achieve their financial goals with clear and personalised advice. Jesse holds a Graduate Diploma of Financial Planning from Kaplan Professional (2023), ensuring a strong foundation in financial principles and practices. Jesse is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Jesse is committed to building long-term relationships with his clients, guiding them through every stage of their financial journey. If you're looking for a trusted financial adviser to help you secure your financial future, contact Jesse today to schedule a consultation.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Jesse Slater provide?
Jesse Slater provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He can help you create a comprehensive financial plan tailored to your specific needs.
What qualifications does Jesse Slater have?
Jesse holds a Graduate Diploma of Financial Planning from Kaplan Professional (2023), demonstrating his commitment to professional development and expertise in the financial planning industry.
What is Jesse Slater's approach to financial planning?
Jesse takes a client-centered approach, focusing on understanding your unique circumstances, goals, and risk tolerance. He will work with you to develop a personalised financial plan and provide ongoing support to help you stay on track.
How can Jesse Slater help me with my superannuation?
Jesse can provide advice on various aspects of superannuation, including choosing the right fund, consolidating your super accounts, making contributions, and developing a retirement income strategy.
What should I expect during my first meeting with Jesse Slater?
During your initial consultation, Jesse will discuss your current financial situation, your goals, and your concerns. He will explain his services and how he can help you achieve your financial objectives. This is an opportunity for you to ask questions and determine if Jesse is the right financial adviser for you.
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