Financial Adviser · BALWYN NORTH, VIC

Jacob Aaslund

18 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000324081

Jacob Aaslund is a financial adviser based in Balwyn North, Victoria, with 18 years of experience in the financial services industry. Jacob is currently authorised under Charter Financial Planning Limited. Jacob 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 Deakin University.

Authorised to Advise On

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

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

2007

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2012

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2025

Graduate Diploma of Financial Planning

Deakin University

Registration History

Charter Financial Planning Limited

Dec 2024 - Present Current

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

Charter Financial Planning Limited

Jun 2013 - Feb 2024 Ceased

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

Infocus Securities Australia Pty Ltd

Apr 2013 - Jun 2013 Ceased

Source: ASIC Financial Advisers Register