Financial Adviser · HOBART, TAS

Jackson David Swain

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001271603

Jackson David Swain is a financial adviser based in Hobart, Tasmania, with 8 years of experience in the financial services industry. Jackson is currently authorised under Unisuper Management Pty. Ltd. Jackson 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 Master 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
Bachelor of Business
University of Tasmania
2014
Diploma Of Financial Planning
Kaplan Professional Education
2019
Master of financial planning
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Mar 2023 - Present Current
May 2019 - Feb 2023 Ceased
MAGNITUDE GROUP PTY LTD
Dec 2018 - Apr 2019 Ceased
Excluding Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register