Jake Anthony Muras
Financial Adviser in Rawdon, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001267991
- Location
- Rawdon NSW 2446
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 30 September 2024
- First provided advice
- 2018
- Qualifications
- Bachelor of Business, University of Newcastle (2016); Bachelor of Commerce, University of Newcastle (2016); Diploma of Financial Planning, Kaplan Professional (2018); Advanced Diploma of Financial Planning, Kaplan Professional (2020); Ethics in Financial Services Course (GSBS6516), University of Newcastle (2020); Self Managed Superannuation Funds Course, Kaplan Professional (2020); Accredited Listed Product Adviser Program, Kaplan Professional (2021); SMSF Specialist Advisor (SSA) Accreditation, SMSF Association (2023)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Jake Anthony Muras
On the Financial Advisers Register kept by ASIC, Jake Anthony Muras appears as a current financial adviser in Rawdon, New South Wales, adviser number 001267991.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 30 September 2024.
According to the register, Jake first provided financial advice in 2018. Qualifications and training on file include Bachelor of Business (University of Newcastle, 2016), Bachelor of Commerce (University of Newcastle, 2016) and Diploma of Financial Planning (Kaplan Professional, 2018).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jake Anthony Muras a registered financial adviser?
Yes. Jake Anthony Muras is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001267991.
Which licensee does Jake Anthony Muras work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Jake Anthony Muras 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.