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Jacob is integral to the success of our financial planning team in his role as Paraplanner and Portfolio Administrator. Jacob brings a passion for client service and a dedication to providing the highest quality technical advice and administration services to our clients.
Clients are confident in Jacob’s strong skillset spanning client engagement, compliance, insurance, financial modelling, superannuation, and investment, having previously worked as a client services manager and paraplanner with National Super Solutions and an administrator at MiLoans.
Jacob holds a Bachelor of Commerce majoring in finance and data analytics from Bond University and is currently completing a Graduate Diploma of Financial Planning (Kaplan Professional).