Upcoming webinar

Preparing for the Financial Adviser Exam

Tuesday 19 May 2026

12:00pm-1:00pm AEST>

Up to 1 CPD hours available 

Register now

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Session Overview

Preparing for the ASIC Financial Adviser Exam can feel overwhelming—so we’re bringing together Professional Year (PY) candidates and new entrants to share their real-life experiences with the exam process. In this candid and supportive session, you’ll hear firsthand how others approached their study, what resources they used, and the challenges they faced—whether they passed on the first go or are preparing to sit it again.

This webinar will cover:
• Study strategies that worked (and some that didn’t)
• Popular resources and tools used for preparation
• Time management tips and balancing study with work
• Insights into tackling ethical scenarios and regulatory content
• Advice on staying motivated and mentally prepared

Whether you’re about to sit the exam or just starting to plan, this session offers valuable peer insights and practical takeaways to help you navigate your own exam journey with greater confidence and clarity.

Meet your speakers

Jenna Marinucci

Associate Adviser, Marin Wealth

Jenna Marinucci is an Associate Adviser at Marin Wealth and holds a Bachelor of Business from Griffith University, majoring in Financial Planning and Taxation.

She began her career in financial advice in 2021 and has developed experience across the advice process, with a focus on helping clients make informed financial decisions and supporting them throughout their financial journey.

Jessie-Lee Curtis

Professional Year Candidate, BWC Wealth Partners

Jessie is an aspiring financial adviser that has completed her Bachelor of Commerce, majoring in Accounting and Financial Planning. She passed the financial adviser exam ahead of graduating, with a clear focus on accelerating her journey into the profession.

Jessie draws on her background in accounting, prior experience in banking, and a proactive approach to learning — having immersed herself in the profession through events, networking, and an internship — to build a strong foundation in financial advice.

Jessie has served on the FAAA Emerging Professionals Committee and is passionate about supporting new entrants and career changers as they navigate the early stages of their advice careers. A 2025 finalist for Women in Wealth’s Graduate of the Year, she is dedicated to increasing the visibility and participation of women in financial advice.

Joel Perryman

Financial Adviser, Integritas Wealth Advisers

Joel Perryman is a Financial Adviser with a unique career journey, transitioning from gym owner to financial advice professional. Joel has served as Chair of the FAAA Emerging Professionals Committee and was a 2025 finalist for the prestigious Tony Munday Award.

A career-changer, Joel brings a diverse skill set and a client-first approach, underpinned by his completion of the Bachelor of Financial Advice at the University of South Australia in 2023. He thrives on helping people take control of their financial future, blending technical knowledge with genuine care and understanding.

Outside of work, Joel is a devoted husband and dad, a passionate Richmond Tigers supporter, and a self-confessed all-round nerd.

Rocco Liuzzi

Principal Financial Adviser, Your Wealth Journey

Rocco Liuzzi is the Principal Financial Adviser at Your Wealth Journey(YWJ), where he provides tailored, client-first advice focused on long-term outcomes. With a background in corporate finance, Rocco is known for his clear communication, genuine care, and ability to simplify complex financial decisions. Rocco feels very fortunate to be part of a new wave of advisers entering the industry, bringing a fresh, client-centric approach to financial advice. He is passionate about building lasting relationships and guiding clients through every stage of their financial journey with confidence and clarity.