Thomas Joseph Jacks
Financial Adviser in Fortitude Valley, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000424467
- Location
- Fortitude Valley QLD 4006
- Licensee
- WJ Financial Group Pty Ltd (AFSL 524401)
- Authorised since
- 5 March 2021
- First provided advice
- 2012
- Qualifications
- Bachelor of Commerce (Accounting), University of Queensland (2010); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2012); SMSF Specialist Advisor (SSA), SMSF Association (2012); Self Managed Superannuation Funds Accreditation, Kaplan Professional Education (2012); Ethics and Professionalism in Financial Advice, Kaplan Professional Education (2021)
- Memberships
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Thomas Joseph Jacks
Thomas Joseph Jacks is a financial adviser in Fortitude Valley, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000424467.
The licensee Thomas advises under is WJ Financial Group Pty Ltd (AFS licence 524401). That authorisation dates from 5 March 2021.
The register records 2012 as the year Thomas first provided financial advice. The qualifications listed for Thomas include Bachelor of Commerce (Accounting) (University of Queensland, 2010), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2012) and SMSF Specialist Advisor (SSA) (SMSF Association, 2012). Thomas is recorded as a member of SMSF Association.
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.
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Questions people ask
Is Thomas Joseph Jacks a registered financial adviser?
Yes. Thomas Joseph Jacks is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000424467.
Which licensee does Thomas Joseph Jacks work under?
WJ Financial Group Pty Ltd, Australian financial services licence 524401.
What can Thomas Joseph Jacks 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.