Data sourced from ASIC Financial Advisers Register
Financial Adviser · SOUTH MORANG, VIC

Jacombe Stella

8 Years experience
Tax advice
authorised
Currently at
Lifespan Financial Planning Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 001268791

Jacombe Stella is a financial adviser based in South Morang, Victoria, with 8 years of experience in the financial services industry. Jacombe is currently authorised under Lifespan Financial Planning Pty Ltd. Jacombe 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 Bachelor of Business (Economics and Finance) from RMIT University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2015
Bachelor of Business (Economics and Finance)
RMIT University
2016
Diploma of Financial Planning
Monarch Institute
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2021
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Lifespan Financial Planning Pty Ltd
Apr 2025 - Present Current
The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)
Kycu Financial Planning Pty Ltd
Jul 2024 - Mar 2025 Ceased
Not authorised to provide advice on Margin Lending
Interprac Financial Planning Pty Ltd
Apr 2023 - May 2024 Ceased
Premium Client Services Australia Pty Ltd
Aug 2022 - Apr 2023 Ceased
Akumin Financial Planning Pty Limited
Oct 2018 - Jul 2022 Ceased
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