Financial Adviser
· ENGADINE, NSW
Jacob Reus
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231638
Jacob Reus is a financial adviser based in Engadine, New South Wales, with 23 years of experience in the financial services industry. Jacob is currently authorised under Personal Financial Services Ltd. Jacob 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 Financial Planning from University of the Sunshine Coast. 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Advising
Kaplan (formerly Securities Institute Australia)
2008
Master of Financial Planning
University of the Sunshine Coast
2019
AU Inhouse SMSF Assessment
AUPFS
Registration History
Source: ASIC Financial Advisers Register