Financial Adviser · MELBOURNE, VIC

Jeremy Lack

MELBOURNE, VIC

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 000439650

Currently at

Aware Super Services

Sydney, NSW (firm address)

View firm profile

Jeremy Lack is a financial adviser based in Melbourne, Victoria, with 14 years of experience in the financial services industry since 2012. Jeremy is currently authorised under Aware Financial Services Australia Limited, operating through Aware Super Services. Jeremy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jeremy's qualifications include a Bachelor of Business from Swinburne University of Technology. Jeremy 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

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2005

Bachelor of Business

Swinburne University of Technology

2012

Diploma of Financial Planning

GWM Adviser Services Ltd

2013

Self Managed Superannuation Funds

Kaplan Professional Education Pty Ltd

2016

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

2021

FPC001B Economic and Legal Context for Financial Planning

Kaplan Higher Education Pty Ltd

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

Registration History

Aware Financial Services Australia Limited

May 2026 - Present Current

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Swift Financial Planning Pty Ltd

Mar 2020 - Jan 2026 Ceased

Akambo Pty Ltd

Dec 2018 - Feb 2020 Ceased

Westpac Banking Corporation

Jul 2017 - Nov 2018 Ceased

Akumin Financial Planning Pty Limited

May 2013 - Jun 2017 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services. 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