Financial Adviser · BRENDALE, QLD

Jake Thomas Duivenvoorden

5 Years experience
Tax advice
authorised
ASIC Registered · ADV 001282240

Jake Thomas Duivenvoorden is a financial adviser based in Brendale, Queensland, with 5 years of experience in the financial services industry. Jake is currently authorised under Personal Financial Services Ltd. Jake 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 Accounting (Financial Planning) with Distinction from CQUniversity. Jake 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

Restrictions: Not SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2016
Bachelor of Accounting (Financial Planning) with Distinction
CQUniversity
2023
Accredited Aged Care Professional
Aged Care Steps

Registration History

Sep 2024 - Present Current
Not SMSF
Jun 2020 - Feb 2024 Ceased

Source: ASIC Financial Advisers Register