Jason Taleb
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001239122
- Location
- Sydney NSW 2000
- Licensee
- Udamon Wealth Management Pty Ltd (AFSL 549913)
- Authorised since
- 1 November 2023
- First provided advice
- 2016
- Qualifications
- Economics, University of Sydney (1987); Advanced Diploma of Financial Planning, Kaplan (2019); Self Managed Superannuation Funds, Kaplan (2019); Ethics and Professionalism in Financial Advice, Kaplan (2021); Margin Lending Specialist, Kaplan (2021)
- 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 Taleb
Jason Taleb is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001239122.
Advice is given under the Australian financial services licence of Udamon Wealth Management Pty Ltd, licence number 549913. That authorisation dates from 1 November 2023.
According to the register, Jason first provided financial advice in 2016. The qualifications listed for Jason include Economics (University of Sydney, 1987), Advanced Diploma of Financial Planning (Kaplan, 2019) and Self Managed Superannuation Funds (Kaplan, 2019).
Jason 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 Jason Taleb a registered financial adviser?
Yes. Jason Taleb is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001239122.
Which licensee does Jason Taleb work under?
Udamon Wealth Management Pty Ltd, Australian financial services licence 549913.
What can Jason Taleb 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.