Jake is a Provisional Financial Planner who joined the financial services industry in 2019. With a background in holistic financial advice and a current focus on risk insurance, he is passionate about helping clients protect what matters most. He holds a Bachelor of Business (Marketing) and a Graduate Diploma of Financial Planning.
Jake is a strong advocate for the importance of life insurance and the peace of mind it brings to individuals and families. Having seen the real-world impact of unforeseen life events, he is committed to ensuring his clients are well prepared with appropriate insurance solutions tailored to their unique circumstances.
Outside of work, Jake enjoys spending time with his partner Ashleigh and their puppy, Jom. A passionate Carlton supporter, he rarely misses a chance to catch a footy game.
