Financial Adviser · BOX HILL NORTH, VIC

Jacek Klukowski

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 000343370

Jacek Klukowski is a financial adviser based in Box Hill North, Victoria, with 17 years of experience in the financial services industry. Jacek is currently authorised under Apex Macro Financial Group Pty. Ltd.. Jacek 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 Certified Financial Planner from Financial Planning Association. Jacek is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association of Australia (FPA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2006
Bachelor of Business (Financial Risk Management)
Victoria University
2011
Certificate IV Finance/Mortgage Broking
Kaplan
2012
Certified Financial Planner
Financial Planning Association
2014
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2016
Tax For Financial Advising
Kaplan Professional Education
2017
Self Managed Super Funds
Kaplan
2017
Self Managed Superannuation Funds
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd

Registration History

Oct 2025 - Present Current
Nov 2024 - Oct 2025 Ceased
Aug 2024 - Oct 2024 Ceased
UNITED GLOBAL CAPITAL PTY LTD
Jan 2024 - Jul 2024 Ceased
Aug 2019 - Apr 2022 Ceased
Aug 2019 - Aug 2019 Ceased
Aug 2017 - Aug 2019 Ceased
Jul 2016 - Aug 2017 Ceased
Excluding Self Managed Superannuation Funds
Mar 2013 - May 2016 Ceased
Can advise on Superannuation except Self Managed Superannuation Funds
Dec 2009 - Jul 2011 Ceased

Source: ASIC Financial Advisers Register