Jacob Ruse
Financial Adviser in Revesby, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000278867
- Location
- Revesby NSW 2212
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 26 May 2009
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce (Finance & Economics), University of Western Sydney (2004); Self Managed Superannuation Funds, Tribeca (2004); Advanced Diploma of Financial Services (Financial Planning), Financial Planning Association of Australia (FPA) (2005); Certificate IV Financial Services (Finance/Mortgage Broking), AAMC Training Group (2009); Diploma of Finance and Mortgage Broking Management, AAMC Training Group (2013)
- 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, 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 Ruse
Jacob Ruse is a financial adviser in Revesby, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000278867.
The licensee Jacob advises under is Charter Financial Planning Limited (AFS licence 234665). The current authorisation started on 26 May 2009.
According to the register, Jacob first provided financial advice in 2004. Qualifications and training on file include Bachelor of Commerce (Finance & Economics) (University of Western Sydney, 2004), Self Managed Superannuation Funds (Tribeca, 2004) and Advanced Diploma of Financial Services (Financial Planning) (Financial Planning Association of Australia (FPA), 2005).
Jacob is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “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 Ruse a registered financial adviser?
Yes. Jacob Ruse is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000278867.
Which licensee does Jacob Ruse work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Jacob Ruse 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; 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."