Financial Adviser
· RAWDON, NSW
Jake Anthony Muras
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267991
Jake Anthony Muras is a financial adviser based in Rawdon, New South Wales, with 8 years of experience in the financial services industry. Jake is currently authorised under Alliance Wealth Pty Ltd. Jake 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 Bachelor of Business from University of Newcastle.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Business
University of Newcastle
2016
Bachelor of Commerce
University of Newcastle
2018
Diploma of Financial Planning
Kaplan Professional
2020
Advanced Diploma of Financial Planning
Kaplan Professional
2020
Ethics in Financial Services Course (GSBS6516)
Ethics - University of Newcastle
2020
Self Managed Superannuation Funds Course
Kaplan Professional
2021
Accredited Listed Product Adviser Program
Kaplan Professional
2023
SMSF Specialist Advisor (SSA) Accreditation
SMSF Association
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register