Financial Adviser
· FORTITUDE VALLEY, QLD
Jake Lewis Haebich
No disciplinary history on record with ASIC
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001316846
Jake Lewis Haebich is a financial adviser based in Fortitude Valley, Queensland. Jake is currently authorised under Yield Wealth 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 Financial Planning/Accounting from USC.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2019
Bachelor of Financial Planning/Accounting
USC
2022
Chartered Accounting Diploma
CAANZ
2026
SMSF Regulation and Taxation
KAPLAN