Financial Adviser · LISMORE, NSW

Jeffrey Michael Hassan

LISMORE, NSW

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 000340739

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

About Jeffrey Michael Hassan

Jeffrey Michael Hassan is a financial adviser based in Lismore, New South Wales, with 17 years of experience in the financial services industry since 2009. Jeffrey is currently authorised under Akumin Financial Planning. Jeffrey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jeffrey's qualifications include a Diploma of Financial Services (Financial Planning) from AMP Financial Services.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Services (Financial Planning)

AMP Financial Services

2010

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2012

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2014

Diploma of Finance and Mortgage Broking Management

Finance & Related Services Training Academy (FARSTA)

2025

Commercial Law

Kaplan Higher Education Pty Limited

2025

Tax for Financial Advising

Kaplan Higher Education Pty Limited

2026

Accredited Aged Care Professional

Aged Care Steps

Registration History

Akumin Financial Planning Pty Limited

Jan 2026 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Sep 2009 - Mar 2020 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register