Financial Adviser · TORQUAY, VIC

Darryn Mark Jacobs

24 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000247953

Darryn Mark Jacobs is a financial adviser based in Torquay, Victoria, with 24 years of experience in the financial services industry. Darryn is currently authorised under Akumin Financial Planning Pty Limited. Darryn 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 Graduate Diploma in Financial Planning from Western Sydney University.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Advanced Diploma of Financial Services (Financial Planning)

AMP Limited

2007

Certificate IV Financial Services (Finance/Mortgage Broking)

Traineeship Management Australia (TMA)

2010

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2011

Diploma of Financial Services (Finance/Mortgage Broking Management)

Traineeship Management Australia (TMA)

2023

Graduate Diploma in Financial Planning

Western Sydney University

Registration History

Akumin Financial Planning Pty Limited

Jan 2004 - Present Current

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