Jacob Aaslund
Financial Adviser in Balwyn North, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000324081
- Location
- Balwyn North VIC 3104
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 19 December 2024
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2007); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2012); Graduate Diploma of Financial Planning, Deakin University (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Jacob Aaslund
Jacob Aaslund is a financial adviser in Balwyn North, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000324081.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. The current authorisation started on 19 December 2024.
According to the register, Jacob first provided financial advice in 2008. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2007), Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2012) and Graduate Diploma of Financial Planning (Deakin University, 2025).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Jacob Aaslund a registered financial adviser?
Yes. Jacob Aaslund is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000324081.
Which licensee does Jacob Aaslund work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Jacob Aaslund give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."