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Jakob Van Dalen

Venture Financial Advisers

Silver
9 Yrs Experience
Bendigo, VIC 3550

In 2020 I joined Venture Financial Services as a Financial Adviser, having previously worked with the Commonwealth Bank in Financial Advice.

My goal for every client is to achieve their life and financial goals. I do this through building solid relationships and gaining a true understanding of my client’s situation and ambitions.

As a an adviser in Regional Victoria, I’m entrusted by my clients in the Greater Bendigo region to navigate legislative changes and to protect and achieve their ambitions.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2017
  • Years of experience 9
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Venture Financial Advisers

61 Bull Street
Bendigo, VIC 3550

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Count Financial Limited

AFSL 227232