Financial Adviser · NEDLANDS, WA

Jack Robert Raymond

5 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001283282

Jack Robert Raymond is a financial adviser based in Nedlands, Western Australia, with 5 years of experience in the financial services industry. Jack is currently authorised under Akumin Financial Planning Pty Limited. Jack 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 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

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

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

Akumin Financial Planning Pty Limited

Aug 2021 - Present Current

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

BADGE FINANCIAL PTY LTD

Sep 2020 - Jul 2021 Ceased

Source: ASIC Financial Advisers Register