Jacob Poon
Financial Adviser in North Strathfield, New South Wales, Australia
Review Jacob Poon
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001003325
- Location
- North Strathfield NSW 2137
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 15 July 2019
- First provided advice
- 1999
- Qualifications
- Bachelor of Commerce, The Australian National University (1999); Diploma of Financial Planning, Financial Planning Association of Australia (2003); Self Managed Superannuation Funds, Kaplan Professional (2006); Certified Practising Accountant, CPA Australia (2010); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jacob Poon
Jacob Poon is a financial adviser in North Strathfield, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001003325.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. The current authorisation started on 15 July 2019.
The register records 1999 as the year Jacob first provided financial advice. Qualifications and training on file include Bachelor of Commerce (The Australian National University, 1999), Diploma of Financial Planning (Financial Planning Association of Australia, 2003) and Self Managed Superannuation Funds (Kaplan Professional, 2006). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
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.
Reviews
Nobody has reviewed Jacob Poon here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jacob Poon a registered financial adviser?
Yes. Jacob Poon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003325.
Which licensee does Jacob Poon work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Jacob Poon 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; standard margin lending.