Jeffrey Michael Hassan
Financial Adviser in Lismore, New South Wales, Australia
Review Jeffrey Michael Hassan
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000340739
- Location
- Lismore NSW 2480
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 23 January 2026
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), AMP Financial Services (2005); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2012); Diploma of Finance and Mortgage Broking Management, Finance & Related Services Training Academy (FARSTA) (2014); Commercial Law, Kaplan Higher Education Pty Limited (2025); Tax for Financial Advising, Kaplan Higher Education Pty Limited (2025); Accredited Aged Care Professional, Aged Care Steps (2026)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jeffrey Michael Hassan
On the Financial Advisers Register kept by ASIC, Jeffrey Michael Hassan appears as a current financial adviser in Lismore, New South Wales, adviser number 000340739.
Jeffrey provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The current authorisation started on 23 January 2026.
The register records 2009 as the year Jeffrey first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (AMP Financial Services, 2005), Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2010) and Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2012).
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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed Jeffrey Michael Hassan here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jeffrey Michael Hassan a registered financial adviser?
Yes. Jeffrey Michael Hassan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000340739.
Which licensee does Jeffrey Michael Hassan work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Jeffrey Michael Hassan 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."