Financial Adviser · ESSENDON NORTH, VIC

Jeffrey Yacoub

ESSENDON NORTH, VIC

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000312920

Currently at

Argent Street

Melbourne, VIC (firm address)

View firm profile

Jeffrey Yacoub is a financial adviser based in Essendon North, Victoria, with 19 years of experience in the financial services industry since 2007. Jeffrey is currently authorised under Capstone Financial Planning, operating through Argent Street. Jeffrey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jeffrey's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Jeffrey is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2006

Diploma of Financial Services (Financial Planning)

ThreeSixty

2007

Bachelor of Management

University of Canberra

2011

Graduate Diploma of Financial Planning

Kaplan Professional

2016

Certified Financial Planner

Financial Planning Association of Australia

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd

Dec 2020 - Present Current

FINANCIAL SERVICES PARTNERS PTY LIMITED

Mar 2015 - Dec 2020 Ceased

Government Debentures, Stocks or Bonds: Class of product only.

SECURITOR FINANCIAL GROUP PTY LIMITED

Dec 2009 - Mar 2015 Ceased

Count Financial Limited

Apr 2007 - Mar 2008 Ceased

Source: ASIC Financial Advisers Register