Financial Adviser
· SYDNEY, NSW
Jack Oineza
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001258028
Jack Oineza is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry. Jack is currently authorised under Synchron Advice Pty Ltd. Jack 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 Advanced Diploma of Financial Planning from Kaplan.
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
2005
Diploma of Financial Services (Financial Planning)
Tribeca
2006
Taxation Planning
Tribeca
2007
Estate Planning
Kaplan
2011
Margin Lending and Geared Investments
Kaplan
2013
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2014
Advanced Diploma of Financial Planning
Kaplan
2023
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2025
Tax for Financial Advising
Kaplan Education Pty Ltd
Registration History
DOD BOOKKEEPING PTY LTD
IPRAXIS PTY LTD
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register