Financial Adviser
· WOLLONGONG, NSW
Jacob Jeremiah Robinson
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001313674
Jacob Jeremiah Robinson is a financial adviser based in Wollongong, New South Wales, with 1 year of experience in the financial services industry. Jacob is currently authorised under Symes Warne & Associates 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 Bachelor of Commerce (Financial Planning) from University of Wollongong. Jacob is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2022
Bachelor of Commerce (Financial Planning)
University of Wollongong
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan