Marcel Joseph Jacobs
JACOBS FINANCIAL ADVISORY PTY LTD · Ormeau QLD 4208 · Advising since 2004
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000279750
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- VISION PLANNING & FINANCE (AUST) PTY LTD · AFSL 492807Through authorised representative JACOBS FINANCIAL ADVISORY PTY LTD (no. 001299805)Since 2 November 2022
- Principal business address
- Ormeau QLD 4208
- First year providing advice
- 2004
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTNov 2022 – presentVISION PLANNING & FINANCE (AUST) PTY LTD · AFSL 492807Through authorised representative JACOBS FINANCIAL ADVISORY PTY LTD (no. 001299805)
- CEASEDSep 2017 – Nov 2022A.C.N. 603 037 510 PTY LTD · AFSL 494274
- CEASEDFeb 2015 – Sep 2017RI ADVICE GROUP PTY LTD · AFSL 238429
- CEASEDNov 2012 – Dec 2014BW FINANCIAL ADVICE PTY LIMITED · AFSL 230727
- CEASEDNov 2010 – Sep 2012RI ADVICE GROUP PTY LTD · AFSL 238429
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Bachelor of Financial Advising
University of Western Sydney · 2016
ALPA
Kaplan · 2015
Advanced Diploma of Financial Services (Financial Planning)
Kaplan · 2006
Diploma of Financial Services ( Financial Planning)
Tribeca · 2006
Foundation DFP
Deakin University · 2004
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Marcel Joseph Jacobs claims the profile.
Reviews
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Contacting Marcel Joseph Jacobs
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
JACOBS FINANCIAL ADVISORY PTY LTD
Authorised by VISION PLANNING & FINANCE (AUST) PTY LTD · AFSL 492807
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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