Financial Adviser
· THE JUNCTION, NSW
Jacob Michael Lo Cascio
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001233264
Jacob Michael Lo Cascio is a financial adviser based in The Junction, New South Wales, with 11 years of experience in the financial services industry. Jacob is currently authorised under Ri Advice Group Pty Ltd. Jacob 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 5 unit CFP Certification Program from Financial Planning Association of Australia Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Commerce
University of Newcastle
2014
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide
2014
Diploma of Financial Planning
Kaplan Professional Education
2019
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Not authorised to provide personal advice in Margin Lending Facility, Aged Care and Listed Securities (Portfolios > $300k).
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register