Financial Adviser
· SYDNEY, NSW
Jacob Knaus
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000532
Jacob Knaus is a financial adviser based in Sydney, New South Wales, with 13 years of experience in the financial services industry. Jacob is currently authorised under H.e.s.t. Australia Ltd. Jacob holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Master of Business Administration from University of Newcastle. Jacob is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Restrictions: Limited to HESTA products only
Authorised to provide tax financial advice services
Qualifications and Training
2014
Advanced Diploma of Financial Planning
Kaplan
2015
Graduate Certificate in Applied Finance
University of Newcastle
2017
Master of Business Administration
University of Newcastle
2019
Client Engagement Skills
Behavioural Finance - Kaplan
2019
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2019
Ethics and Professionalism in Financial Advic
Ethics - Kaplan
Registration History
Limited to HESTA products only
ADVISER NETWORK PTY LTD
Source: ASIC Financial Advisers Register