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Jack Forbes AFP

Jack Forbes AFP

Mr Jack Forbes AFP
Financial Adviser

Financial Services Guide
Financial Services Guide 2

Experience

Jack has almost 40 years experience as a Centrelink employee, with 15 years as a Financial Information Service Officer. With extensive experience in all aspects of Social Security and Veteran Affairs entitlements, Jack’s broad knowledge encompasses pension entitlements and the impact of superannuation, small business, farming and aged care issues.

Qualifications

Jack is a qualified Financial Planner, holding a Diploma of Financial Services (FP), and a Specialist Accreditation in Aged Care advice.

Additional Information

With extensive experience in all aspects of Social Security and Veteran Affairs entitlements, Jack's broad knowledge encompasses pension entitlements and the impact of superannuation, small business, farming and aged care issues. Jack directs his time at Harvest Wealth to his areas of expertise, being Aged Care and Centrelink matters.

Financial Services Guide (FSG)

I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.

This FSG is in Adobe™ Acrobat™ format. If you do not have Acrobat installed, you can download Acrobat by clicking on the icon to the right. Otherwise, click on the download link. Download

Download Adobe Acrobat
Address 93 Pine Avenue Mildura VIC 3500
Phone 03 5021 2212
Email jack@harvestwealth.net.au