Jake Lampe – Financial Adviser
Adviser identifying number: 1239773
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:
The date the Financial Adviser commenced the appointment: 31/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WHOLISTIC FINANCIAL COACHING PTY LTD
Authorised Representative identifying number: 405607
Authorised Representative’s ABN: 68129895370
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Certificate of Financial Planning Fundamentals – Kaplan Professional Education
- Certificate of Insurance and Risk Protection – Kaplan Professional Education
- Diploma of Financial Planning – KAPLAN Professional
- Diploma of Insurance Broking – Australian and New Zealand Institute of Insurance and Finance
Relevant memberships of professional bodies or industry associations:
Jake Lampe is authorised to provide advices on following products:
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation