Financial Adviser
· FREMANTLE, WA
Jack Robert Raymond
No disciplinary history on record with ASIC
FREMANTLE,
WA
5
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001283282
About Jack Robert Raymond
Jack Robert Raymond is a financial adviser based in Fremantle, Western Australia, with 5 years of experience in the financial services industry since 2021. Jack is currently authorised under Avalonfs. Jack holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jack's qualifications include a Master of Financial Planning from University of New South Wales.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Commerce (Banking and Finance)
Curtin University
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2021
Master of Financial Planning
University of New South Wales
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
BADGE FINANCIAL PTY LTD
Source: ASIC Financial Advisers Register