Financial Adviser
· SYDNEY, NSW
Jacob Ryan-mccormack
No disciplinary history on record with ASIC
SYDNEY,
NSW
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001299057
Practice
Sydney, NSW (practice address on ASIC register)
Licensed through Esencia Wealth Partners
About Jacob Ryan-mccormack
Jacob Ryan-mccormack is a financial adviser based in Sydney, New South Wales, with 3 years of experience in the financial services industry since 2023. Jacob works at Esencia Wealth, which is licensed through Esencia Wealth Partners. 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 Economics & Finance from University of Wollongong.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2020
Bachelor of Economics & Finance
University of Wollongong
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2020
FPCO01B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2021
FPC006 Tax and Commercial Law for Financial Planning
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Superannuation: Excludes Self-Managed Super Fund Advice
Source: ASIC Financial Advisers Register