Financial Adviser
· BRISBANE, QLD
Jake Raymond Wynan
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268259
Jake Raymond Wynan is a financial adviser based in Brisbane, Queensland, with 8 years of experience in the financial services industry. Jake is currently authorised under Evans And Partners Pty. Ltd. Jake holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Science in Business Administration (Finance) from University of Louisiana at Lafayette.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Science in Business Administration (Finance)
University of Louisiana at Lafayette
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2020
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
TFA Tax for Financial Advising
Kaplan Professional
Registration History
DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register