Financial Adviser · BEENLEIGH, QLD

Jake Battelley

BEENLEIGH, QLD

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001267657

Practice

Viridian Financial Group

Melbourne, VIC (practice address on ASIC register)

Licensed through Viridian Advisory

View practice

About Jake Battelley

Jake Battelley is a financial adviser based in Beenleigh, Queensland, with 8 years of experience in the financial services industry since 2018. Jake works at Viridian Financial Group, which is licensed through Viridian Advisory. 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 (Financial Planning) from Griffith University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Excludes Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2017

Bachelor of Commerce (Financial Planning)

Griffith University

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Viridian Advisory Pty Ltd

Jun 2023 - Present Current

Excludes Self Managed Superannuation Funds

Commonwealth Financial Planning Limited

Sep 2018 - Nov 2021 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register