Jason Mark Poole
Financial Adviser in Newcastle, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000276499
- Location
- Newcastle NSW 2300
- Licensee
- Strategic Advice Australia Pty Ltd (AFSL 523703)
- Authorised since
- 10 February 2026
- First provided advice
- 1990
- Qualifications
- BSc Hons Investment and Financial Risk Mgt, The City University London (1998); FNS60404, Tribeca (2005); Self Managed Superannuation Funds, Kaplan Professional Education (2009); Margin Lending and Geared Investments, Kaplan Professional Education (2010); Certificate IV in Finance and Mortgage Broking, Kaplan Professional Education (2014)
- Memberships
- Financial Advice Association of Australia (FAAA); Million Dollar Round Table (MDRT)
- 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 Jason Mark Poole
Jason Mark Poole is a financial adviser in Newcastle, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000276499.
The licensee Jason advises under is Strategic Advice Australia Pty Ltd (AFS licence 523703). The current authorisation started on 10 February 2026.
According to the register, Jason first provided financial advice in 1990. The qualifications listed for Jason include BSc Hons Investment and Financial Risk Mgt (The City University London, 1998), FNS60404 (Tribeca, 2005) and Self Managed Superannuation Funds (Kaplan Professional Education, 2009). Jason is recorded as a member of Financial Advice Association of Australia (FAAA) and Million Dollar Round Table (MDRT).
The authorisation covers advice 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 Jason Mark Poole a registered financial adviser?
Yes. Jason Mark Poole is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000276499.
Which licensee does Jason Mark Poole work under?
Strategic Advice Australia Pty Ltd, Australian financial services licence 523703.
What can Jason Mark Poole 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.