Financial Adviser
· CHARLESTOWN, NSW
Scott Bradley Jacobs
No disciplinary history on record with ASIC
CHARLESTOWN,
NSW
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000296302
About Scott Bradley Jacobs
Scott Bradley Jacobs is a financial adviser based in Charlestown, New South Wales, with 21 years of experience in the financial services industry since 2005. Scott is currently authorised under Count Financial Limited, operating through Count Financial. Scott holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Scott's qualifications include a Bachelor of Commerce from University of Newcastle.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce
University of Newcastle
2010
Margin Lending Accreditation Program
Deakin Prime
2016
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education