Financial Adviser
· SYDNEY, NSW
Jason Taleb
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001239122
Jason Taleb is a financial adviser based in Sydney, New South Wales, with 10 years of experience in the financial services industry. Jason is currently authorised under Udamon Wealth Management Pty Ltd. Jason 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
1987
Economics
University of Sydney
2019
Advanced Diploma of Financial Planning
Kaplan
2019
Self Managed Superannuation Funds
Kaplan
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
Margin Lending Specialist
Kaplan