Financial Adviser
· BENDIGO, VIC
Jakob Van Dalen
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001253730
Jakob Van Dalen is a financial adviser based in Bendigo, Victoria, with 9 years of experience in the financial services industry. Jakob is currently authorised under Count Financial Limited. Jakob 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 Business (Sport Development and Management) from La Trobe University. Jakob 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
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Business (Sport Development and Management)
La Trobe University
2017
Diploma of Financial Planning
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
GPL (VIC) PTY LTD
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register