Financial Adviser · SOUTH MORANG, VIC

Jacombe Stella

SOUTH MORANG, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001268791

Currently at

Lifespan Financial Planning

Sydney, NSW (firm address)

View firm profile

Jacombe Stella is a financial adviser based in South Morang, Victoria, with 8 years of experience in the financial services industry since 2018. Jacombe is currently authorised under Lifespan Financial Planning. Jacombe holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jacombe's 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