Jacob Reus
Financial Adviser
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About
Jacob Reus is an ASIC-registered financial adviser dedicated to helping clients in Engadine, NSW, and beyond achieve their financial goals. With a Diploma of Financial Advising from Kaplan (formerly Securities Institute Australia) obtained in 2003 and a Master of Financial Planning from the University of the Sunshine Coast completed in 2008, Jacob possesses a strong foundation of knowledge and experience. He further enhanced his expertise with an AU Inhouse SMSF Assessment from AUPFS in 2019. As a member of the Financial Advice Association of Australia (FAAA), Jacob adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions for each client's unique needs. Jacob can assist you with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you are planning for retirement, seeking to grow your wealth, or require insurance solutions, Jacob provides clear, concise, and personalized advice. Contact Jacob today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Jacob Reus offer?
Jacob Reus provides advice on superannuation, insurance, wealth management, and retirement planning, along with investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What are Jacob Reus's qualifications?
Jacob Reus holds a Diploma of Financial Advising from Kaplan (formerly Securities Institute Australia), a Master of Financial Planning from the University of the Sunshine Coast, and an AU Inhouse SMSF Assessment from AUPFS. He is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Jacob Reus?
During your initial consultation, Jacob will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalized financial plan tailored to your specific needs.
How does Jacob Reus stay up-to-date with the latest financial regulations and market trends?
Jacob is committed to ongoing professional development and regularly attends industry conferences and training sessions to stay informed about the latest changes in financial regulations and market trends.
Does Jacob Reus specialise in Self-Managed Super Funds (SMSFs)?
Yes, Jacob Reus has completed an AU Inhouse SMSF Assessment from AUPFS and is equipped to provide advice related to SMSFs.
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