Jared is one of our directors, he is head of our planning department. With over 15 years in the industry, Jared holds expert knowledge across all aspects of Financial Planning. He is committed to providing his clients with personalised customer service and it is his desire to make a difference by actively engaging with his clients. He has the ability to explain often technical concepts in client-friendly language.

Jared has two beautiful children and values the time spent with his family as paramount. In his spare time Jared also enjoys basketball, golf, catching a movie, and travel.

Areas of Expertise

Self Managed Super Funds

Aged Care

Portfolio Construction

Centrelink

Retirement Planning

Qualifications

Certified Financial Planner® practitioner

Bachelor of Business (Management)

Advanced Diploma of Financial Planning (FMBM)

Certificate in Self Managed Super Funds

Member— Financial Planning Association (FPA)
Contact Jared