Financial Adviser
· FORTITUDE VALLEY, QLD
Thomas Joseph Jacks
No disciplinary history on record with ASIC
FORTITUDE VALLEY,
QLD
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000424467
About Thomas Joseph Jacks
Thomas Joseph Jacks is a financial adviser based in Fortitude Valley, Queensland, with 14 years of experience in the financial services industry since 2012. Thomas is currently authorised under Wj Financial Group. Thomas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Thomas's qualifications include a Bachelor of Commerce (Accounting) from University of Queensland. Thomas is a member of SMSF Association.
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
2010
Bachelor of Commerce (Accounting)
University of Queensland
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2012
SMSF Specialist Advisor (SSA)
SMSF Association
2012
Self Managed Superannuation Funds Accreditation
Kaplan Professional Education
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional Education