Financial Adviser
· MELBOURNE, VIC
Jacob Eliopoulos
No disciplinary history on record with ASIC
MELBOURNE,
VIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001311336
Practice
Richmond, VIC (practice address on ASIC register)
Licensed through Sentry Advice
About Jacob Eliopoulos
Jacob Eliopoulos is a financial adviser based in Melbourne, Victoria, with 1 year of experience in the financial services industry since 2025. Jacob works at Trinity Financial Advisory, which is licensed through Sentry Advice. 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 (Financial Planning) from Deakin University.
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
2023
Bachelor of Commerce (Financial Planning)
Deakin University
2026
SuperConcepts Specialist SMSF Online Course
Super Concepts Education Services