Provisional Adviser No. 1311008

Supervisor: Tomislav Vukovic AR No. 1273105

Qualifications: Bachelor of Commerce, Graduate Diploma of Financial Planning

Jake is passionate about helping individuals achieve their financial goals and is committed to raising financial literacy levels across Australia.

Before transitioning into financial advising, Jake gained valuable experience in several client-facing roles, where he developed a keen understanding of client needs and solutions. His educational background includes a Bachelor of Commerce and a Graduate Diploma in Financial Planning, which provide a strong foundation for his advisory work.

Jake’s approach to financial planning is driven by a genuine desire to empower others through education and personalized advice. He takes pride in contributing to a broader effort to enhance financial understanding and well-being.

Outside of work, Jake enjoys spending quality time with his wife and son, making the most of the beautiful Southeast Queensland.