HEINRICH FRITZ JACOBS
Financial Adviser · Cheltenham, VIC
📚 Qualifications & Training
2006 - Graduate Certificate of Management - Graduate Certificate (AQF 8) - AIM
2009 - Master of Business Administration - Masters Degree (AQF 9) - Southern Cross University
2017 - Diploma of Financial Planning - Diploma (AQF 5) - AAMC
2021 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - AAMC
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 Professional Memberships
Finance Brokers Association of Australia (FBAA)
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.