Matthew Jacobson
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000455757
- Location
- Melbourne VIC 3004
- Licensee
- National Planning Partners Pty Ltd (AFSL 503734)
- Authorised since
- 13 January 2020
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce, Curtin University (2010); Diploma of Financial Planning, Mentor Education Pty Ltd (2013); Advanced Diploma of Financial Planning, Kaplan Professional (2017); Master of Financial Planning, Griffith University (2019)
- 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 Matthew Jacobson
Matthew Jacobson is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000455757.
Advice is given under the Australian financial services licence of National Planning Partners Pty Ltd, licence number 503734. That authorisation dates from 13 January 2020.
The register records 2014 as the year Matthew first provided financial advice. The qualifications listed for Matthew include Bachelor of Commerce (Curtin University, 2010), Diploma of Financial Planning (Mentor Education Pty Ltd, 2013) and Advanced Diploma of Financial Planning (Kaplan Professional, 2017).
Matthew 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 Matthew Jacobson a registered financial adviser?
Yes. Matthew Jacobson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000455757.
Which licensee does Matthew Jacobson work under?
National Planning Partners Pty Ltd, Australian financial services licence 503734.
What can Matthew Jacobson 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.