Financial Adviser · SOUTHPORT, QLD

Jake Daniel Souter

SOUTHPORT, QLD

1 Years experience

Tax advice
authorised

ASIC Registered · ADV 001311008

Currently at

Ready Advice

Barangaroo, NSW (firm address)

View firm profile

About Jake Daniel Souter

Jake Daniel Souter is a financial adviser based in Southport, Queensland, with 1 year of experience in the financial services industry since 2025. Jake is currently authorised under Lifestyle Asset Management, operating through Ready Advice. Jake holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jake's qualifications include a Bachelor of Commerce from Griffith University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Restricted from providing advice on SMSF establishment

Authorised to provide tax financial advice services

Qualifications and Training

2022

Bachelor of Commerce

Griffith University

2024

Graduate Diploma of Financial Planning

Kaplan

Registration History

Lifestyle Asset Management Pty Ltd

Jul 2025 - Present Current

Restricted from providing advice on SMSF establishment

Picture Wealth Advisory Pty Ltd

Sep 2024 - Jul 2025 Ceased

Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.

AAN WEALTH MANAGEMENT PTY LTD

Aug 2024 - Sep 2024 Ceased

Source: ASIC Financial Advisers Register