Financial Adviser
· JOONDALUP, WA
Jacques Malan
No disciplinary history on record with ASIC
JOONDALUP,
WA
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237980
About Jacques Malan
Jacques Malan is a financial adviser based in Joondalup, Western Australia, with 11 years of experience in the financial services industry since 2015. Jacques is currently authorised under Alliance Wealth, operating through Jacques Malan Advice. Jacques holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jacques's qualifications include a Certified Financial Planner (CFP) Education Program from FPA Australia. Jacques is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Commerce (Honours)
North-West University (South Africa)
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
928S Margin Lending Course
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2016
Certified Financial Planner (CFP) Education Program
FPA Australia
2017
Specialist SMSF Course
SuperConcepts & University of Adelaide
2020
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education