Financial Adviser
· NORTH STRATHFIELD, NSW
Jacob Poon
No disciplinary history on record with ASIC
NORTH STRATHFIELD,
NSW
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003325
About Jacob Poon
Jacob Poon is a financial adviser based in North Strathfield, New South Wales, with 27 years of experience in the financial services industry since 1999. Jacob is currently authorised under Lifespan 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 Bachelor of Commerce from The Australian National University. Jacob is a member of CPA Australia (CPA) and 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
1999
Bachelor of Commerce
The Australian National University
2003
Diploma of Financial Planning
Financial Planning Association of Australia
2006
Self Managed Superannuation Funds
Kaplan Professional
2010
Certified Practising Accountant
CPA Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register