Financial Adviser
· ASHMORE, QLD
Jacob Richard Grima
No disciplinary history on record with ASIC
ASHMORE,
QLD
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001310542
About Jacob Richard Grima
Jacob Richard Grima is a financial adviser based in Ashmore, Queensland, with 2 years of experience in the financial services industry since 2024. Jacob is currently authorised under Smartmove Advice. Jacob holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jacob's qualifications include a Bachelor of Commerce from Bond University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: No SMSF Advice to be provided (until individual accreditation achieved).
Authorised to provide tax financial advice services
Qualifications and Training
2019
Bachelor of Commerce
Bond University
2022
Graduate Diploma of Financial Planning
Kaplan
Registration History
No SMSF Advice to be provided (until individual accreditation achieved).
Superannuation Authorisation excludes Self Managed Superannuation Funds advice
No SMSF Advice to be provided (until individual accreditation achieved).
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Source: ASIC Financial Advisers Register