JACOB KNAUS
Financial Adviser · Warners Bay, NSW
📚 Qualifications & Training
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2015 - Graduate Certificate in Applied Finance - Graduate Certificate (AQF 8) - University of Newcastle
2017 - Master of Business Administration - Masters Degree (AQF 9) - University of Newcastle
2019 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan
2019 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
2019 - Ethics and Professionalism in Financial Advic - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
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.