Financial Adviser · CANBERRA, ACT

Jacobus Vlok

CANBERRA, ACT
9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001251938
Currently at
Toowong, QLD (firm address)

About Jacobus Vlok

Jacobus Vlok is a financial adviser based in Canberra, Australian Capital Territory, with 9 years of experience in the financial services industry since 2017. Jacobus is currently authorised under An Independent AFSL, operating through Altum Financial Services. Jacobus holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jacobus's qualifications include a Master of Applied Finance from Charles Sturt University. Jacobus is a member of Australian Association of Collaborative Professionals and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2015
Advanced Diploma of Financial Planning
International Institute of Technology
2015
Diploma of Financial Planning
International Institute of Technology
2018
Graduate Diploma of Financial Planning
Charles Sturt University
2019
Master of Applied Finance
Charles Sturt University

Registration History

Aug 2026 - Present Current
Jul 2025 - Aug 2026 Ceased
Jul 2025 - Jul 2025 Ceased
Dec 2019 - Oct 2022 Ceased
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Jan 2017 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register