Jake Mounsey
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005574
- Location
- Melbourne VIC 3004
- Licensee
- Bridgewood Private Wealth Pty Ltd (AFSL 389100)
- Authorised since
- 1 March 2011
- First provided advice
- 2000
- Qualifications
- Bachelor of Business, Monash University (1999); Diploma of Financial Planning, FPA (2003)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jake Mounsey
Jake Mounsey is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001005574).
The licensee Jake advises under is Bridgewood Private Wealth Pty Ltd (AFS licence 389100). That authorisation dates from 1 March 2011.
According to the register, Jake first provided financial advice in 2000. Qualifications and training on file include Bachelor of Business (Monash University, 1999) and Diploma of Financial Planning (FPA, 2003). Jake is recorded as a member of Financial Advice Association of Australia (FAAA).
Jake is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 Mounsey a registered financial adviser?
Yes. Jake Mounsey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005574.
Which licensee does Jake Mounsey work under?
Bridgewood Private Wealth Pty Ltd, Australian financial services licence 389100.
What can Jake Mounsey 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.