Jakob Van Dalen
Financial Adviser in Bendigo, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001253730
- Location
- Bendigo VIC 3550
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 6 March 2021
- First provided advice
- 2017
- Qualifications
- Bachelor of Business (Sport Development and Management), La Trobe University (2016); Diploma of Financial Planning, Kaplan Professional (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education (2022)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jakob Van Dalen
On the Financial Advisers Register kept by ASIC, Jakob Van Dalen appears as a current financial adviser in Bendigo, Victoria, adviser number 001253730.
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. The current authorisation started on 6 March 2021.
According to the register, Jakob first provided financial advice in 2017. The qualifications listed for Jakob include Bachelor of Business (Sport Development and Management) (La Trobe University, 2016), Diploma of Financial Planning (Kaplan Professional, 2017) and Graduate Diploma of Financial Planning (Kaplan Higher Education, 2022). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Jakob 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.
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Questions people ask
Is Jakob Van Dalen a registered financial adviser?
Yes. Jakob Van Dalen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001253730.
Which licensee does Jakob Van Dalen work under?
Count Financial Limited, Australian financial services licence 227232.
What can Jakob Van Dalen 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.