Financial Adviser · PARRAMATTA, NSW

Justin Isaacs

PARRAMATTA, NSW

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 000409925

Currently at

I.p. Financial Advisers

Bella Vista, NSW (firm address)

View firm profile

About Justin Isaacs

Justin Isaacs is a financial adviser based in Parramatta, New South Wales, with 21 years of experience in the financial services industry since 2005. Justin is currently authorised under Templestone Financial Services, operating through I.p. Financial Advisers. Justin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Justin's qualifications include a Graduate Diploma of Financial Planning from TAFE NSW.

Authorised to Advise On

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

Restrictions: excluding margin lending

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning)

Tribeca

2009

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2020

FPBFI501A Behavioural Finance

Behavioural Finance - TAFE NSW

2020

FPETH501A Ethics and Professional Standards for Financial Advisers

Ethics - TAFE NSW

2021

Graduate Diploma of Financial Planning

TAFE NSW

Registration History

Templestone Financial Services Pty Ltd

Dec 2025 - Present Current

excluding margin lending

Templestone Financial Services Pty Ltd

Dec 2024 - Present Current

Akumin Financial Planning Pty Limited

Aug 2011 - Dec 2024 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