MILES ROBIN JACOB
Financial Adviser · Perth, WA
📚 Qualifications & Training
2009 - Bachelor Of Commerce - Bachelor Honours Degree (AQF 8) - University of Western Australia
2012 - Chartered accountants program - Professional Designations - Instititute of Chartered Accountants Australia
2020 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2022 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.