NATHAN LUKE JACOBS
Financial Adviser · Unley, SA
📚 Qualifications & Training
2004 - Bachelor of Commerce - - University of SA
2010 - CPA - - CPA Australia
2016 - RG146 Financial Product Advisers - - Financial Education Professionals
2021 - Financial Adviser Exam - Other - FASEA
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - KAPLAN Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
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.