Financial Adviser
· TOOWOOMBA CITY, QLD
Jason Seaby
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001233422
Jason Seaby is a financial adviser based in Toowoomba City, Queensland, with 11 years of experience in the financial services industry. Jason is currently authorised under Loyalty Financial Services Pty Ltd. Jason 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 Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Tier 1 Margin Lending
- Kaplan Professional
2015
Diploma of Financial Planning
Kaplan Professional
2016
SuperConcepts & ICFS Specialist SMSF Course
Super Concepts
2018
ASX Listed Products Accreditation Course
LPACOnline
2018
TASACLv2 Commercial Law
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
MDA Services are restricted under supervision of CreateFS Advice Group Pty Ltd Principle Leanne McDonald until 2/10/2019.
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register