Financial Adviser
· FORTITUDE VALLEY, QLD
Jake Holmes
No disciplinary history on record with ASIC
Tax advice
authorised
authorised
ASIC Registered · ADV 001314313
Jake Holmes is a financial adviser based in Fortitude Valley, Queensland. Jake is currently authorised under Intergen Advisory Pty Ltd. 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 from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Excluding advice relating to SMSFs
Authorised to provide tax financial advice services
Qualifications and Training
2019
Bachelor of Commerce
Griffith University
2020
Graduate Diploma in Business
Queensland University of Technology