Financial Adviser
· MELBOURNE, VIC
Jake Mounsey
No disciplinary history on record with ASIC
MELBOURNE,
VIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005574
Jake Mounsey is a financial adviser based in Melbourne, Victoria, with 26 years of experience in the financial services industry since 2000. Jake is currently authorised under Bridgewood Private Wealth. 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 Bachelor of Business from Monash University. Jake is a member of Financial Advice Association of Australia (FAAA).
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
1999
Bachelor of Business
Monash University
2003
Diploma of Financial Planning
FPA