Financial Adviser · DONCASTER, VIC

Jack Richard Mason

1 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001310464

Jack Richard Mason is a financial adviser based in Doncaster, Victoria, with 1 year of experience in the financial services industry. Jack is currently authorised under Charter Financial Planning Limited. Jack 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 Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities 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

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2025

FPE020 SMSF Regulation and Taxation

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jul 2024 - 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