Data sourced from ASIC Financial Advisers Register
Financial Adviser · BUNDALL, QLD

Jake Michael Krause

14 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001002350

Jake Michael Krause is a financial adviser based in Bundall, Queensland, with 14 years of experience in the financial services industry. Jake is currently authorised under Charter Financial Planning Limited. 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 Commerce (Accounting & Finance) 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

2012
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2013
Bachelor of Commerce (Accounting & Finance)
Griffith University
2013
Bachelor of International Business
Griffith University
2013
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2014
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Certificate IV in Finance and Mortgage Broking
Kaplan Higher Education Pty Limited
2016
Margin Lending
Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Jul 2016 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Nov 2012 - Apr 2016 Ceased
Miscellaneous financial investment products restricted to instalment warrants issued in respect of interests in direct real property.

Source: ASIC Financial Advisers Register