Financial Adviser
· CAULFIELD NORTH, VIC
Jake Daly
No disciplinary history on record with ASIC
CAULFIELD NORTH,
VIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001313368
About Jake Daly
Jake Daly is a financial adviser based in Caulfield North, Victoria, with 1 year of experience in the financial services industry since 2025. Jake is currently authorised under Focus Partners Wealth, operating through Focus Partners Australia Wealth. Jake holds authorisations to advise on superannuation and life insurance, as well as tax financial advice services (TFAS). Jake holds a Graduate Diploma of Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Authorised to provide tax financial advice services
Qualifications and Training
2024
Graduate Diploma of Financial Planning
Kaplan