EXPERIENCE
Jack has six years of experience in Financial Planning services and has been a registered Financial Adviser since 2023.

KEY QUALIFICATIONS
Graduate Diploma of Financial Planning, Member of the Financial Planning Association of Australia, Bachelor’s degree in Mathematics (Majoring in Statistics).

SPECIALISES IN
Providing comprehensive, tailored financial advice to each client, supported by detailed financial modelling and projections to develop appropriate strategic recommendations. Specialist areas of advice include retirement planning, superannuation, debt management, aged care, and wealth protection.

GETS A BUZZ FROM
Simplifying financial planning concepts and helping clients become more informed, in control and confident with their financial planning decisions. Jack revels in developing technical strategies, however his greatest joy comes through conveying these strategies clearly and meaningfully, as Financial Planning is more than just maximising numbers on a page.

AT WEEKENDS YOU MAY FIND HIM
Enjoying friendly competition across a variety of sports, exploring Newcastle’s vibrant food and event scenes, or spending quality time with friends and family.