Jake Raymond Wynan
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001268259
- Location
- Brisbane QLD 4000
- Licensee
- Evans and Partners Pty. Ltd. (AFSL 318075)
- Authorised since
- 15 February 2021
- First provided advice
- 2018
- Qualifications
- Bachelor of Science in Business Administration (Finance), University of Louisiana at Lafayette (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019); FPC001B Economic and Legal Context for Financial Planning, Kaplan Higher Education (2020); FPC007B Client Engagement Skills, Kaplan Higher Education (2020); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2024); TFA Tax for Financial Advising, Kaplan Professional (2024)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About Jake Raymond Wynan
On the Financial Advisers Register kept by ASIC, Jake Raymond Wynan appears as a current financial adviser in Brisbane, Queensland, adviser number 001268259.
The licensee Jake advises under is Evans and Partners Pty. Ltd. (AFS licence 318075). The current authorisation started on 15 February 2021.
The register records 2018 as the year Jake first provided financial advice. Qualifications and training on file include Bachelor of Science in Business Administration (Finance) (University of Louisiana at Lafayette, 2016), FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2019) and FPC001B Economic and Legal Context for Financial Planning (Kaplan Higher Education, 2020).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products and government debentures, stocks and bonds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jake Raymond Wynan a registered financial adviser?
Yes. Jake Raymond Wynan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001268259.
Which licensee does Jake Raymond Wynan work under?
Evans and Partners Pty. Ltd., Australian financial services licence 318075.
What can Jake Raymond Wynan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds.