Centric Wealth

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Jessica Brizuela

    
Experience 
Jessica Brizuela is a Representative of Findex Advice Services Pty Ltd AFSL 243253 trading as Centric Wealth Advisers.

Jessica has been working in the financial services industry for 11 years and joined Centric Wealth in 2012 to work closely with family office clients.

Jessica believes in understanding each client’s unique goals and developing long term relationships with clients. Her expertise lies in the following areas:
  • Wealth Management
  • Strategic Financial Planning
  • Superannuation and Retirement Planning
  • Family Office Portfolio Management & Reporting                      

Key Interests
Jessica is passionate about taking a considered approach to each individual client ensuring their long term objectives are front of mind. She has experience in advising both retirees and wealth accumulators including executives, small business owners and high net worth individuals.

Educational qualifications and Professional Memberships 
  • CERTIFIED FINANCIAL PLANNER® professional
  • Bachelor of Commerce (Economics Major) – University of Wollongong
  • Graduate Diploma of Applied Finance (Financial Planning Major) – Kaplan
  • Master of Applied Finance – Kaplan
  • Member of the Financial Planning Association of Australia (FPA)
      
Contact Jessica
   02 9250 6550
   email Jessica

 

Authorisations
Jessica Brizuela is authorised by Centric Wealth to provide financial planning and financial product advice in the following areas:

Deposit Products


Government Debentures,
Stocks & Bonds

Managed Investment Schemes


Investor Directed Portfolio
Services

Retirement Savings
Accounts

Securities


Margin Lending (standard)


Superannuation


Investment Life Insurance
Products
 
Life Risk Insurance
Products

Managed Discretionary
Accounts (MDAs)
 
 Derivatives



Further to the above authorisations, Jessica can refer clients on to an appropriate professional for the following services:


Mortgage Broking

Consumer Credit 

Finance Broking

Self Managed
Superannuation Funds

Limited Recourse
Borrowing Arrangements





Read more about Managing your Wealth

Advice, Management and Guidance

Superannuation and Retirement Strategies

Family Office Services

Portfolio Management

Investment Opportunities and Funds

Client Investment Administration

Our Wealth Advisers