Financial Adviser
· ORMEAU, QLD
Marcel Joseph Jacobs
No disciplinary history on record with ASIC
ORMEAU,
QLD
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000279750
Marcel Joseph Jacobs is a financial adviser based in Ormeau, Queensland, with 22 years of experience in the financial services industry since 2004. Marcel is currently authorised under Vision Planning & Finance (Aust), operating through Jacobs Financial Advisory. Marcel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marcel's qualifications include a Bachelor of Financial Advising from University of Western Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2004
Foundation DFP
Deakin University
2006
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2006
Diploma of Financial Services ( Financial Planning)
Tribeca
2015
ALPA
Kaplan
2016
Bachelor of Financial Advising
University of Western Sydney
Registration History
A.C.N. 603 037 510 PTY LTD
BW FINANCIAL ADVICE PTY LIMITED
Source: ASIC Financial Advisers Register