Jake Michael Krause
Financial Adviser in Bundall, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002350
- Location
- Bundall QLD 4217
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 26 July 2016
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2012); Bachelor of Commerce (Accounting & Finance), Griffith University (2013); Bachelor of International Business, Griffith University (2013); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2013); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2014); Certificate IV in Finance and Mortgage Broking, Kaplan Higher Education Pty Limited (2016); Margin Lending, Kaplan Higher Education Pty Limited (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (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, 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 Jake Michael Krause
On the Financial Advisers Register kept by ASIC, Jake Michael Krause appears as a current financial adviser in Bundall, Queensland, adviser number 001002350.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. That authorisation dates from 26 July 2016.
The register records 2012 as the year Jake first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2012), Bachelor of Commerce (Accounting & Finance) (Griffith University, 2013) and Bachelor of International Business (Griffith University, 2013).
Jake 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.
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 Jake Michael Krause a registered financial adviser?
Yes. Jake Michael Krause is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002350.
Which licensee does Jake Michael Krause work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Jake Michael Krause 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."