Jacob Ryan McCudden
Financial Adviser in Turner, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001253410
- Location
- Turner ACT 2612
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 2 April 2020
- First provided advice
- 2017
- Qualifications
- Bachelor of Business (Financial Planning), Royal Melbourne Institute Of Technology (2016); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021); Accredited Aged Care Professional, Aged Care Steps (2024)
- Memberships
- 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, 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 Ryan McCudden
Jacob Ryan McCudden is a financial adviser in Turner, Australian Capital Territory, listed on the Financial Advisers Register kept by ASIC under adviser number 001253410.
The licensee Jacob advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 2 April 2020.
The register records 2017 as the year Jacob first provided financial advice. The qualifications listed for Jacob include Bachelor of Business (Financial Planning) (Royal Melbourne Institute Of Technology, 2016), Certified Financial Planner (Financial Planning Association of Australia (FPA), 2020) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2021). Professional memberships recorded: 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 10 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 Ryan McCudden a registered financial adviser?
Yes. Jacob Ryan McCudden is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001253410.
Which licensee does Jacob Ryan McCudden work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Jacob Ryan McCudden 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."