Financial Adviser · DULWICH, SA

Jake Ryan Mounfield

1 Years experience

Tax advice
authorised

Currently at

Dulwich, SA

View firm profile

ASIC Registered · ADV 001309489

Jake Ryan Mounfield is a financial adviser based in Dulwich, South Australia, with 1 year of experience in the financial services industry. Jake is currently authorised under Hood Sweeney Securities 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 Accounting and Finance (Advanced Leadership) from Flinders University. Jake is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Jake Mounfield is not authorised to provide financial product advice on Margin Lending Facilities. Jake Mounfield is not authorised to deal in Margin Lending Facility products.

Authorised to provide tax financial advice services

Qualifications and Training

2021

Bachelor of Accounting and Finance (Advanced Leadership)

Flinders University

2023

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Hood Sweeney Securities Pty Ltd

May 2024 - Present Current

Jake Mounfield is not authorised to provide financial product advice on Margin Lending Facilities. Jake Mounfield is not authorised to deal in Margin Lending Facility products.

Source: ASIC Financial Advisers Register