Financial Adviser · BRISBANE, QLD

Jack Anthony Walsh

2 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001304290

Jack Anthony Walsh is a financial adviser based in Brisbane, Queensland, with 2 years of experience in the financial services industry. Jack is currently authorised under Hillross Financial Services Limited. Jack 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 Griffith University.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2020

Bachelor of Commerce (Financial Planning)

Griffith University

2023

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2023

FPE020 SMSF Regulation and Taxation

Kaplan Higher Education Pty Limited

Registration History

Hillross Financial Services Limited

Jun 2023 - Present Current

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