Financial Adviser · TURNER, ACT

Jacob Ryan Mccudden

9 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001253410

Jacob Ryan Mccudden is a financial adviser based in Turner, Australian Capital Territory, with 9 years of experience in the financial services industry since 2017. Jacob is currently authorised under Akumin Financial Planning Pty Limited, operating through Akumin Financial Planning. Jacob holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jacob's qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA). Jacob is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2016

Bachelor of Business (Financial Planning)

Royal Melbourne Institute Of Technology

2020

Certified Financial Planner

Financial Planning Association of Australia (FPA)

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2024

Accredited Aged Care Professional

Aged Care Steps

Registration History

Akumin Financial Planning Pty Limited

Apr 2020 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Psk Advisory Services Pty Ltd

Mar 2017 - Mar 2020 Ceased

One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register