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.
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.
More of our Perth team members
Get to know a few more members of our team.