JAKE ANTHONY MURAS
Financial Adviser · Newcastle, NSW
📚 Qualifications & Training
2016 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Newcastle
2016 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2020 - Ethics in Financial Services Course (GSBS6516) - Bridging Course - Ethics - University of Newcastle
2020 - Self Managed Superannuation Funds Course - Other - Kaplan Professional
2021 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2023 - SMSF Specialist Advisor (SSA) Accreditation - Professional Designations - SMSF Association
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.