Financial Adviser
· DONCASTER, VIC
Jared Matthew Casement
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000285971
Jared Matthew Casement is a financial adviser based in Doncaster, Victoria, with 21 years of experience in the financial services industry. Jared is currently authorised under Consultum Financial Advisers Pty Ltd. Jared 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 (CFP) from Financial Planning Association (FPA). Jared 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Advanced Diploma Financial Services (Financial Planning) FNB60402
Kaplan Australia
2004
Diploma Financial Services (Financial Planning) FNB50402
Kaplan Australia
2012
Certified Financial Planner (CFP)
Financial Planning Association (FPA)