Financial Adviser · WEST LEEDERVILLE, WA

Jacob Reide Oostdam

WEST LEEDERVILLE, WA
1 Years experience
Tax advice
authorised
ASIC Registered · ADV 001310903
Currently at
West Leederville, WA (firm address)

Jacob Reide Oostdam is a financial adviser based in West Leederville, Western Australia, with 1 year of experience in the financial services industry since 2025. Jacob is currently authorised under Strategic Finance Partners, operating through Everest Private Wealth. Jacob holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jacob's qualifications include a Bachelor of Commerce from University of Notre Dame Australia.

Authorised to Advise On

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

Restrictions: Not Authorised in Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2020
Bachelor of Commerce
University of Notre Dame Australia
2023
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Oct 2024 - Present Current
Not Authorised in Margin Lending
Jul 2024 - Oct 2024 Ceased

Source: ASIC Financial Advisers Register