Marcel Joseph Jacobs
Financial Adviser in Ormeau, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000279750
- Location
- Ormeau QLD 4208
- Licensee
- Vision Planning & Finance (Aust) Pty Ltd (AFSL 492807)
- Authorised since
- 2 November 2022
- First provided advice
- 2004
- Qualifications
- Foundation DFP, Deakin University (2004); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2006); Diploma of Financial Services ( Financial Planning), Tribeca (2006); ALPA, Kaplan (2015); Bachelor of Financial Advising, University of Western Sydney (2016)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Marcel Joseph Jacobs
Marcel Joseph Jacobs is a financial adviser in Ormeau, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000279750.
Marcel provides advice as an authorised representative of Vision Planning & Finance (Aust) Pty Ltd, which holds Australian financial services licence 492807. The current authorisation started on 2 November 2022.
According to the register, Marcel first provided financial advice in 2004. The qualifications listed for Marcel include Foundation DFP (Deakin University, 2004), Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2006) and Diploma of Financial Services ( Financial Planning) (Tribeca, 2006).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Marcel Joseph Jacobs a registered financial adviser?
Yes. Marcel Joseph Jacobs is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000279750.
Which licensee does Marcel Joseph Jacobs work under?
Vision Planning & Finance (Aust) Pty Ltd, Australian financial services licence 492807.
What can Marcel Joseph Jacobs give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.