THOMAS JOSEPH JACKS

Financial Adviser · Fortitude Valley, QLD

Registered

Registration Number

000424467

Registration Status

Registered

Location

Fortitude Valley, QLD 4006

Providing Advice Since

2012

Registration Date

06/07/2012

Financial Services Licensee

LONSDALE FINANCIAL GROUP PTY LTD

Licence #000246934

📚 Qualifications & Training

2010 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Queensland
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education
2012 - SMSF Specialist Advisor (SSA) - - SMSF Association
2012 - Self Managed Superannuation Funds Accreditation - - Kaplan Professional Education
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional Education

🏢 Professional Memberships

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.