Financial Adviser
· SUBIACO, WA
Jerry Lin
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001273
Jerry Lin is a financial adviser based in Subiaco, Western Australia, with 13 years of experience in the financial services industry. Jerry is currently authorised under Futuro Financial Services Pty Ltd. Jerry 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 Bachelor of Science (Sports Science) from Edith Cowan University.
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
2005
Bachelor of Science (Sports Science)
Edith Cowan University
2015
Advanced Diploma of Financial Planning
Kaplan Professional
2016
Margin Lending
Kaplan Professional
2016
Self-Managed Superannuation Funds
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
BW FINANCIAL ADVICE PTY LIMITED
Not authorised to provide personal advice on Securities; Standard Margin Lending; SMSF.
Source: ASIC Financial Advisers Register