Heinrich Fritz Jacobs
Financial Adviser in Cheltenham, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001241405
- Location
- Cheltenham VIC 3192
- Licensee
- Lightbulb Financial Management Pty Ltd (AFSL 542662)
- Authorised since
- 16 December 2022
- First provided advice
- 2016
- Qualifications
- Graduate Certificate of Management, AIM (2006); Master of Business Administration, Southern Cross University (2009); Diploma of Financial Planning, AAMC (2017); Advanced Diploma of Financial Planning, AAMC (2021); Graduate Diploma of Financial Planning, Kaplan (2025)
- Memberships
- Finance Brokers Association of Australia (FBAA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Register status
- Current
About Heinrich Fritz Jacobs
Heinrich Fritz Jacobs is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Cheltenham, Victoria (adviser number 001241405).
Heinrich provides advice as an authorised representative of Lightbulb Financial Management Pty Ltd, which holds Australian financial services licence 542662. That authorisation dates from 16 December 2022.
According to the register, Heinrich first provided financial advice in 2016. The qualifications listed for Heinrich include Graduate Certificate of Management (AIM, 2006), Master of Business Administration (Southern Cross University, 2009) and Diploma of Financial Planning (AAMC, 2017). Heinrich is recorded as a member of Finance Brokers Association of Australia (FBAA) and Financial Advice Association of Australia (FAAA).
Heinrich is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total.
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Questions people ask
Is Heinrich Fritz Jacobs a registered financial adviser?
Yes. Heinrich Fritz Jacobs is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001241405.
Which licensee does Heinrich Fritz Jacobs work under?
Lightbulb Financial Management Pty Ltd, Australian financial services licence 542662.
What can Heinrich Fritz Jacobs give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.