Data sourced from ASIC Financial Advisers Register
Financial Adviser · REVESBY, NSW

Jacob Ruse

22 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000278867

Jacob Ruse is a financial adviser based in Revesby, New South Wales, with 22 years of experience in the financial services industry. Jacob is currently authorised under Charter Financial Planning Limited. 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 Bachelor of Commerce (Finance & Economics) from University of Western Sydney.

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

2004
Bachelor of Commerce (Finance & Economics)
University of Western Sydney
2004
Self Managed Superannuation Funds
Tribeca
2005
Advanced Diploma of Financial Services (Financial Planning)
Financial Planning Association of Australia (FPA)
2009
Certificate IV Financial Services (Finance/Mortgage Broking)
AAMC Training Group
2013
Diploma of Finance and Mortgage Broking Management
AAMC Training Group

Registration History

Charter Financial Planning Limited
May 2009 - Present Current
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