Financial Adviser · CANNONVALE, QLD

Jacob Martin Flaherty

1 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001300454

Jacob Martin Flaherty is a financial adviser based in Cannonvale, Queensland, with 1 year of experience in the financial services industry. Jacob is currently authorised under Alliance Wealth Pty Ltd. Jacob holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jacob holds a Bachelor of Commerce with Distinction (Financial Planning) from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Superannuation Funds, except for life insurance and contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2022

Bachelor of Commerce with Distinction (Financial Planning)

Deakin University

Registration History

Alliance Wealth Pty Ltd

Nov 2022 - Present Current

Not authorised to provide advice on Self-Managed Superannuation Funds, except for life insurance and contribution advice for an existing SMSF.

Source: ASIC Financial Advisers Register