Financial Adviser
· SYDNEY, NSW
Jake Levi Blumberg
No disciplinary history on record with ASIC
3
Years experience
ASIC Registered · ADV 001302799
Jake Levi Blumberg is a financial adviser based in Sydney, New South Wales, with 3 years of experience in the financial services industry. Jake is currently authorised under Ord Minnett Limited. Jake holds authorisations to advise on superannuation, life insurance, managed investments and securities. Their qualifications include a Bachelor of Commerce (Economics & Finance) from University of Notre Dame Australia.
Authorised to Advise On
Superannuation
Life Insurance
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Qualifications and Training
2017
Bachelor of Commerce (Economics & Finance)
University of Notre Dame Australia
2025
Graduate Diploma of Financial Planning
Kaplan