About Jake

Jake joined the Crest team as a Trainee Paraplanner and has recently moved on to the role of Paraplanning Manager. In this role, Jake oversees the team in assisting the advisers in preparing Statement of Advice documents, financial modelling and other financial planning documents. He also prepares portfolio updates and follows each file through the entire advice process. Jake works closely with advisers to ensure that advice is created and communicated to clients effectively.

Jake graduated from the University of Newcastle and plans to continue studying and expanding his knowledge of finance, working towards his end goal of becoming an adviser.

Outside of the office, Jake participates in a wide range of sports and recreational activities.

Qualifications

  • Bachelor of Business (Majoring in International Business & Marketing) from the University of Newcastle
  • Bachelor of Commerce (Majoring in Finance) from the University of Newcastle
  • Diploma of Financial Planning