Jack Hart

Paraplanner

At work

Jack is a highly skilled Paraplanner based in our Perth office, who brings a wealth of experience to the team. He works closely with our Financial Planners to create customised financial plans that are tailored to clients’ unique goals and objectives.

Jack collaborates with our financial planners to conduct thorough investment research and operates financial planning software to generate advice documents. His expertise in paraplanning, combined with his Graduate Diploma in Financial Planning, allows him to provide exceptional service and support to our clients.

Outside of the office, Jack loves to stay active and can often be found hiking or hitting the gym.

 

Google Reviews
Tim Phillips
Although I have a financial services background, transferring pension assets from the UK to Australia is specialist work, and needs doing 100% right first time.The BDH guys over-delivered with a lot of knowledge, experience and professionalism, which in turn gave me the peace of mind I needed throughout this process.I have absolutely no hesitation in recommending them. BDH exceeded my own high expectations.
Jojo Baxas
They were so responsive and answered all my (sometimes silly) questions. When the pandemic struck and lockdown ensued, they were business as usual and my payment was issued right in the middle of all of that. I have nothing but positives.
Wendy Stone
A service second to none. Friendly, professional and client focused at all times, and more than willing to go the extra mile to ensure customer satisfaction.
Prash Naik
I would highly recommend bdhSterling for high quality and professional advice. They advised me in the UK and Australia and were invaluable.
Shiranth Fernando
For the last three years, I have used bdhSterling to look after my UK pension while waiting to transfer it to Australia. I have found the investment recommendations and advice to be excellent. Communication is effective and financial transactions are undertaken efficiently. Definitely a five-star company.
Bob Crosby
Been with them since 1999 and am yet to find anyone more knowledgeable and helpful. Returns have always been ahead of market averages at a very reasonable price. Fair and open with great staff.

Spotlight questions

What’s your best tip for anyone moving to Australia?

Ditch your puffer jacket and pack loads of t-shirts, shorts and sunscreen.

What’s the best thing about living in Australia?

Consistently good weather for a majority of the year which allows you to partake in outdoor activities and explore a lot of the natural environment that surrounds you.

What gives you the most satisfaction at work?

Knowing that my work helps everyday people achieve their financial goals and objectives.