Financial Adviser
· CANBERRA, ACT
Jacobus Vlok
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001251938
Jacobus Vlok is a financial adviser based in Canberra, Australian Capital Territory, with 9 years of experience in the financial services industry. Jacobus is currently authorised under Australia National Investment Group Pty Ltd. Jacobus holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Applied Finance from Charles Sturt University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2015
Advanced Diploma of Financial Planning
International Institute of Technology
2015
Diploma of Financial Planning
International Institute of Technology
2018
Graduate Diploma of Financial Planning
Charles Sturt University
2019
Master of Applied Finance
Charles Sturt University
Registration History
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Source: ASIC Financial Advisers Register