Financial Adviser
· MELBOURNE, VIC
Jackson Lombardi
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001309291
Jackson Lombardi is a financial adviser based in Melbourne, Victoria, with 2 years of experience in the financial services industry. Jackson is currently authorised under Perpetual Trustee Company Limited. Jackson holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Authorised to provide subsequent investment related advice (further advice only)
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Commerce
Deakin University
2023
Graduate Diploma of Financial Planning
Kaplan
Registration History
Authorised to provide subsequent investment related advice (further advice only)
Source: ASIC Financial Advisers Register