Jake has been in the finance industry since 2014 and has the balding head to show for it … or maybe it’s genetics.
While studying and working in the metropolis that is Rockhampton QLD, he completed a Bachelor of Accounting (Financial Planning) and worked as a tax accountant until 2017, when he moved into financial planning. He spent the next two years as a paraplanner while studying to become a Certified Financial Planner (CFP). Having completed the designation, he completed the Professional Year and was appointed as a Financial Adviser in January 2021. Since then, he has also completed the Aged Care Specialist designation.
Jake enjoys empowering clients by explaining complex financial concepts in a way that they can easily understand.
“It’s easy to just give my opinion on the matter. It’s another step further to explain the WHY behind my recommendation. My goal is to empower my clients through education, helping them fully understand their own situation, giving them the tools to make an informed decision when deciding on their financial future.”
