Financial Adviser · STIRLING, WA

Jasmin Jakupovic

20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000471794

Jasmin Jakupovic is a financial adviser based in Stirling, Western Australia, with 20 years of experience in the financial services industry. Jasmin is currently authorised under Insight Investment Services Pty Ltd. Jasmin 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 Certified Financial Planner from FPA. Jasmin is a member of Financial Advice Association of Australia (FAAA), SMSF Association and Tax Practitioners Board.

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

2006
Advanced Diploma of Financial Services
Tribeca
2009
Certified Financial Planner
FPA
2010
Margin Lending
GWM Adviser Services Ltd T/A Advice Education
2013
SMSF Specialist Adviser
SMSF Association of Australia

Registration History

Aug 2023 - Present Current
NEO FINANCIAL SOLUTIONS PTY LTD
Jan 2021 - Jul 2023 Ceased
Sep 2018 - Nov 2020 Ceased
SPECIALIST ADVICE SERVICES PTY LTD
Jan 2015 - Aug 2018 Ceased
Apr 2006 - Dec 2014 Ceased

Source: ASIC Financial Advisers Register