Jessie Crozier
CHARTER FINANCIAL PLANNING LIMITED · Bendigo VIC 3550 · Advising since 2014
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001232923
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665Since 17 February 2023
- Principal business address
- Bendigo VIC 3550
- First year providing advice
- 2014
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTFeb 2023 – presentCHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
- CEASEDAug 2022 – Jan 2023AVALONFS PTY LTD · AFSL 437518
- CEASEDJun 2021 – Jul 2022AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
- CEASEDDec 2019 – Jun 2021AWARE FINANCIAL SERVICES AUSTRALIA LIMITED · AFSL 238430Through authorised representative AWARE SUPER SERVICES PTY LTD (no. 001278650)
- CEASEDOct 2018 – Nov 2019AWARE FINANCIAL SERVICES AUSTRALIA LIMITED · AFSL 238430
- CEASEDJun 2017 – Oct 2018FIRST STATE SUPER FINANCIAL SERVICES PTY LTD · AFSL 240019
- CEASEDJun 2014 – Jun 2017AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED · AFSL 234527
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited · 2025 · Graduate Diploma (AQF 8)
Diploma of Financial Planning
Monarch Institute · 2014 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Jessie Crozier claims the profile.
Reviews
Not yet reviewed
No client has reviewed Jessie Crozier on Souffle yet.
Contacting Jessie Crozier
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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