Financial Adviser
· WARILLA, NSW
Jake Bailey
No disciplinary history on record with ASIC
WARILLA,
NSW
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001313182
Practice
Warilla, NSW (practice address on ASIC register)
Licensed through Smart Financial Capital
About Jake Bailey
Jake Bailey is a financial adviser based in Warilla, New South Wales, with 1 year of experience in the financial services industry since 2025. Jake works at Smart Financial, which is licensed through Smart Financial Capital. Jake holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jake's qualifications include a Bachelor of Commerce (Finance & Financial Planning) from The University of Wollongong.
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
2017
Bachelor of Commerce (Finance & Financial Planning)
The University of Wollongong
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
FPE020 SMSF Reglations and Taxation
Kaplan Higher Educaction
2026
Margin Lending Specialist
Kaplan Higher Education