MARCEL JOSEPH JACOBS
Financial Adviser · Ormeau, QLD
📚 Qualifications & Training
2004 - Foundation DFP - - Deakin University
2006 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan
2006 - Diploma of Financial Services ( Financial Planning) - - Tribeca
2015 - ALPA - - Kaplan
2016 - Bachelor of Financial Advising - - University of Western Sydney
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.