Financial Adviser
· WEST PERTH, WA
Jakeb Shine
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001307340
Jakeb Shine is a financial adviser based in West Perth, Western Australia, with 2 years of experience in the financial services industry. Jakeb is currently authorised under Leeuwin Wealth Pty Ltd. Jakeb 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 Commerce (Finance and Management) from Curtin 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
2020
Bachelor of Commerce (Finance and Management)
Curtin University
2023
Financial Adviser Exam
FASEA
2023
Graduate Diploma Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register