Financial Adviser
· LEONGATHA, VIC
Syd David Jackson
No disciplinary history on record with ASIC
LEONGATHA,
VIC
5
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001282835
About Syd David Jackson
Syd David Jackson is a financial adviser based in Leongatha, Victoria, with 5 years of experience in the financial services industry since 2021. Syd is currently authorised under Personal Financial Services. Syd holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Syd's qualifications include a Bachelor of Business (Accounting) from Swinburne University of Technology. Syd 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
2018
Bachelor of Business (Accounting)
Swinburne University of Technology
2019
FPC002B-Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2019
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2021
Accredited Aged Care Professional
Aged Care Steps
Registration History
Not authorised to provide personal advice on Margin Lending Facility.
Source: ASIC Financial Advisers Register