Financial Adviser
· MILTON, QLD
Jacob Noah Prideaux
No disciplinary history on record with ASIC
MILTON,
QLD
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001302627
About Jacob Noah Prideaux
Jacob Noah Prideaux is a financial adviser based in Milton, Queensland, with 3 years of experience in the financial services industry since 2023. Jacob is currently authorised under My Fortress, operating through Mfm Wealth Creation. 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 Business (Finance) from Queensland University of Technology.
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
2020
Bachelor of Business (Finance)
Queensland University of Technology
2022
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional
2022
Taxation for Financial Planning
Kaplan Professional