Jack's qualifications
At work
Jack is a Senior Paraplanner based in our Perth office, bringing extensive technical expertise to the team. He works closely with our Financial Planners to develop tailored financial strategies that help clients achieve their long-term 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 Master of 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.