Jeffrey Yacoub
Financial Adviser in Essendon North, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000312920
- Location
- Essendon North VIC 3041
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 17 December 2020
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), ThreeSixty (2006); Bachelor of Management, University of Canberra (2007); Graduate Diploma of Financial Planning, Kaplan Professional (2011); Certified Financial Planner, Financial Planning Association of Australia (2016); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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 Jeffrey Yacoub
Jeffrey Yacoub is a financial adviser in Essendon North, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000312920.
Jeffrey provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 17 December 2020.
According to the register, Jeffrey first provided financial advice in 2007. The qualifications listed for Jeffrey include Diploma of Financial Services (Financial Planning) (ThreeSixty, 2006), Bachelor of Management (University of Canberra, 2007) and Graduate Diploma of Financial Planning (Kaplan Professional, 2011). Jeffrey is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Jeffrey 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 Jeffrey Yacoub a registered financial adviser?
Yes. Jeffrey Yacoub is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000312920.
Which licensee does Jeffrey Yacoub work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Jeffrey Yacoub 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.