Jack's qualifications
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.