Financial Adviser
· MONA VALE, NSW
Martin Jakovics
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263959
Martin Jakovics is a financial adviser based in Mona Vale, New South Wales, with 23 years of experience in the financial services industry. Martin is currently authorised under Matrix Planning Solutions Limited. Martin 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 Certified Financial Planner Program (CFP) from Financial Planning Association of Australia. Martin 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
2004
Diploma of Financial Planning
Financial Planning Association of Australia
2004
Self Managed Superannuation Funds
Tribeca Learning
2007
Certified Financial Planner Program (CFP)
Financial Planning Association of Australia
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2015
Accredited Aged Care Professional
Aged Care Steps