Financial Adviser
· BUDERIM, QLD
Jake Graham Alick Brown
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272311
Jake Graham Alick Brown is a financial adviser based in Buderim, Queensland, with 8 years of experience in the financial services industry. Jake is currently authorised under Ord Minnett Limited. Jake holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Queensland.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Commerce
University of Queensland
2016
Bachelor or Economics
University of Queensland
2016
Chartered Financial Analyst Level 1
CFA Institute
2018
Diploma Financial Planning
Kaplan
2019
Chartered Financial Analyst Level 2
CFA Institute
2025
Graduate Diploma of Financial Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register