Associate Wealth Adviser
BCom, DipFP, AFP®
Jacky is an associate wealth adviser who provides tailored strategic financial advice to help clients achieve their goals and objectives with confidence. Jacky specialises in retirement planning, wealth accumulation, superannuation, Centrelink and redundancy advice.
“In today’s complex and ever-changing legislative environment, there are so many potential entitlements and strategies that people are not aware of. I enjoy helping people discover these opportunities and putting plans in place to help achieve their goals by using the resources available to them,” he says.
“It feels really good every time clients walk out of the meeting feeling confident about achieving their financial goals. I see this as a testament that I have provided significant value in pushing them forward on this journey.”
Jacky has a Bachelor of Commerce majoring in Finance from the University of New South Wales and a Diploma of Financial Planning from Kaplan. He is also an AFP member of the Financial Planning Association of Australia and is pursuing further study.