Jeffrey Yacoub
Financial Adviser
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About
Jeffrey Yacoub is an ASIC-registered financial adviser based in Essendon North, Victoria, dedicated to helping clients achieve their financial goals with clarity and confidence. With a strong educational foundation including a Diploma of Financial Services (Financial Planning), a Bachelor of Management, and a Graduate Diploma of Financial Planning, Jeffrey combines academic knowledge with practical experience to deliver tailored financial solutions. As a Certified Financial Planner (CFP) and a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, Jeffrey adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. This allows him to offer holistic strategies that address diverse client needs. Jeffrey can provide advice and recommendations on: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or require guidance on insurance and superannuation, Jeffrey is committed to providing personalised advice and ongoing support. Contact Jeffrey today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Jeffrey Yacoub offer?
Jeffrey Yacoub provides advice on superannuation, insurance, wealth management, retirement planning, and investments, offering a comprehensive approach to financial well-being.
What qualifications and memberships does Jeffrey Yacoub hold?
Jeffrey holds a Diploma of Financial Services (Financial Planning), a Bachelor of Management, a Graduate Diploma of Financial Planning, and is a Certified Financial Planner. He is also a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.
What is the process for becoming a client of Jeffrey Yacoub?
The process typically begins with an initial consultation to understand your financial goals and current situation. Following this, Jeffrey will develop a tailored financial plan and provide ongoing support to help you achieve your objectives.
How can Jeffrey Yacoub help me with retirement planning?
Jeffrey can assist you in developing a retirement plan that considers your desired lifestyle, income needs, and risk tolerance. He can also provide advice on superannuation strategies and investment options to help you build a secure retirement nest egg.
What should I expect during my first meeting with Jeffrey Yacoub?
During your first meeting, expect a thorough discussion of your financial goals, current financial situation, and any concerns you may have. Jeffrey will explain his services and how he can help you achieve your objectives, ensuring you feel comfortable and informed.
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