Financial Adviser · BALLARAT, VIC

Jarrod Boyd

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000412654

Currently at

Sydney, NSW

View firm profile

Jarrod Boyd is a financial adviser based in Ballarat, Victoria, with 15 years of experience in the financial services industry since 2011. Jarrod is currently authorised under Akumin Financial Planning. Jarrod holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jarrod's qualifications include a Bachelor of Business (Economics and Finance) from Royal Melbourne Institute Of Technology.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2010

Bachelor of Business (Economics and Finance)

Royal Melbourne Institute Of Technology

2013

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2019

Certificate IV in Finance and Mortgage Broking

AAMC Training Group

2026

FPE011 Debt Strategies

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Oct 2011 - Present Current

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