Jake Battelley
Financial Adviser in Beenleigh, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001267657
- Location
- Beenleigh QLD 4207
- Licensee
- Viridian Advisory Pty Ltd (AFSL 476223)
- Authorised since
- 1 June 2023
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce (Financial Planning), Griffith University (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (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
- Restriction
- Excludes Self Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Jake Battelley
Jake Battelley is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Beenleigh, Queensland (adviser number 001267657).
Advice is given under the Australian financial services licence of Viridian Advisory Pty Ltd, licence number 476223. That authorisation dates from 1 June 2023.
The register records 2018 as the year Jake first provided financial advice. The qualifications listed for Jake include Bachelor of Commerce (Financial Planning) (Griffith University, 2017) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2025).
Jake is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Excludes Self Managed Superannuation Funds.”
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Questions people ask
Is Jake Battelley a registered financial adviser?
Yes. Jake Battelley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001267657.
Which licensee does Jake Battelley work under?
Viridian Advisory Pty Ltd, Australian financial services licence 476223.
What can Jake Battelley 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. It also records this restriction: "Excludes Self Managed Superannuation Funds."