Financial Adviser
· WOLLONGONG, NSW
Jake Gregory O'dea
No disciplinary history on record with ASIC
WOLLONGONG,
NSW
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001296934
Jake Gregory O'dea is a financial adviser based in Wollongong, New South Wales, with 4 years of experience in the financial services industry since 2022. Jake is currently authorised under Hlb Wealth Management (Wollongong). Jake holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jake's qualifications include a Master of Family Planning from Kaplan Professional.
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 Commerce
University of Wollongong
2020
Graduate Diploma of Financial Planning
Kaplan Professional
2024
Master of Family Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register