Financial Adviser
· MACKAY, QLD
Jeremy Stephen Drake
No disciplinary history on record with ASIC
MACKAY,
QLD
Tax advice
authorised
authorised
ASIC Registered · ADV 001323944
About Jeremy Stephen Drake
Jeremy Stephen Drake is a financial adviser based in Mackay, Queensland. Jeremy is currently authorised under Consultum Financial Advisers. Jeremy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jeremy's qualifications include a Bachelor of Business from La Trobe University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Restrictions: Superannuation: Not authorised to provide SMSF advice.
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Accounting
RMIT University
2009
Bachelor of Business
La Trobe University
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Superannuation: Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register