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- Jacek Klukowski
Jacek Klukowski
- Name
- Jacek Klukowski
- ID
- 343370
- ABN
- –
- First Provided Advice
- 2009
- Restrictions
- Excluding Self Managed Superannuation Funds
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2006 - Bachelor of Business (Financial Risk Management) - - Victoria University
- 2011 - Certificate IV Finance/Mortgage Broking - - Kaplan
- 2011 - Certificate IV Finance/Mortgage Broking - - Kaplan Professional
- 2012 - Certified Financial Planner - - Financial Planning Association
- 2014 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA)
- 2016 - Tax For Financial Advising - - Kaplan Professional Education
- 2016 - Tax for Financial Advising - - Kaplan
- 2017 - Self Managed Super Funds - - Kaplan
- 2017 - Self Managed Superannuation Funds - - Kaplan Professional
- 2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
- Financial Planning Association of Australia (FPA)
Licencee
- Status
- Ceased
- Licence Holder
- Apex Macro Financial Group Pty. Ltd. (#498715)
- Commenced
- Nov. 4, 2024
- Ceased
- Oct. 20, 2025
- Status
- Ceased
- Licence Holder
- Beryllium Advisers Pty Ltd (#528250)
- Commenced
- Aug. 1, 2024
- Ceased
- Oct. 24, 2024
- Status
- Ceased
- Licence Holder
- Fyg Planners Pty Ltd (#224543)
- Commenced
- Aug. 21, 2019
- Ceased
- April 28, 2022
- Status
- Ceased
- Licence Holder
- United Global Capital Pty Ltd (#496179)
- Commenced
- Jan. 22, 2024
- Ceased
- July 26, 2024
- Status
- Current
- Licence Holder
- Apex Macro Financial Group Pty. Ltd. (#498715)
- Commenced
- Oct. 21, 2025
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Akumin Financial Planning Pty Limited (#232706)
- Commenced
- Dec. 9, 2009
- Ceased
- July 27, 2011
- Status
- Ceased
- Licence Holder
- Alliance Wealth Pty Ltd (#449221)
- Commenced
- Aug. 4, 2017
- Ceased
- Aug. 16, 2019
- Status
- Ceased
- Licence Holder
- Fyg Planners Pty Ltd (#224543)
- Commenced
- Aug. 19, 2019
- Ceased
- Aug. 20, 2019
- Status
- Ceased
- Licence Holder
- Shadforth Financial Group Limited (#318613)
- Commenced
- March 5, 2013
- Ceased
- May 6, 2016
- Status
- Ceased
- Licence Holder
- Westpac Banking Corporation (#233714)
- Commenced
- July 1, 2016
- Ceased
- Aug. 4, 2017