JAKE MICHAEL KRAUSE

Financial Adviser ยท Bundall, QLD

Registered

Registration Number

001002350

Registration Status

Registered

Location

Bundall, QLD 4217

Providing Advice Since

2012

Registration Date

26/07/2016

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2012 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2013 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - Griffith University
2013 - Bachelor of International Business - Bachelor Degree (AQF 7) - Griffith University
2013 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2016 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2016 - Margin Lending - Other - Kaplan Higher Education Pty Limited
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

โ„น๏ธ 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.