Marcel Jacobs
Financial Adviser
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About
Marcel Jacobs is an ASIC-registered financial adviser based in Ormeau, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong educational foundation that includes a Foundation DFP from Deakin University (2004), an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning) from Kaplan (2006), ALPA from Kaplan (2015) and a Bachelor of Financial Advising from the University of Western Sydney (2016), Marcel combines academic rigor with practical experience to deliver exceptional service. Marcel is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. This broad authorization ensures that Marcel can offer holistic financial solutions to meet diverse client needs. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Marcel today for a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Marcel Jacobs offer?
Marcel Jacobs provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. He offers comprehensive solutions tailored to your individual needs.
What qualifications does Marcel Jacobs have?
Marcel's qualifications include a Foundation DFP from Deakin University, an Advanced Diploma and a Diploma of Financial Services (Financial Planning) from Kaplan, ALPA from Kaplan and a Bachelor of Financial Advising from the University of Western Sydney.
How does Marcel Jacobs approach financial planning?
Marcel focuses on understanding your unique financial situation and goals. He then develops a personalized strategy that aligns with your needs, providing ongoing support and advice to help you achieve long-term financial security.
What should I expect during my first consultation with Marcel Jacobs?
During your initial consultation, Marcel will discuss your financial goals, current situation, and any concerns you may have. This meeting is an opportunity for you to get to know Marcel and understand how he can help you achieve your financial objectives. It's also a chance for Marcel to assess how he can best assist you.
Can Marcel Jacobs help me with my retirement planning?
Yes, Marcel specializes in retirement planning and can help you create a strategy to ensure a comfortable and financially secure retirement. He can advise on superannuation, retirement savings accounts, and other investment options to help you reach your retirement goals.
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