About Jake

Jake joined the Crest team many years ago as a Trainee Paraplanner. Jake then moved on to the role of Paraplanning Manager, and now has the pleasure of working with our wonderful clients directly as a Financial Adviser. Jake strives to help all clients reach their financial goals by working closely with them on an ongoing basis to ensure their tailored strategy continues to meet their ever-changing needs.

With a strong technical background, Jake has experience in personal investment strategies, retirement planning, wealth protection, debt management, and cash flow advice.

Jake is a graduate from the University of Newcastle and having grown up in Port Macquarie on the NSW Mid-North Coast, he often enjoys a road trip up the coast to see his family and friends. In his spare time, Jake also participates in a wide range of sports and recreational activities.