Qualifications
& Memberships

BCom (Finance and Financial Planning)
SMSF Specialist Adviser (SSA)

Areas of
Expertise

Junior Doctor Financial Structuring

Medical Doctor Strategy

Personal Risk Insurance & Asset Protection

Portfolio Management & Construction

Salary Packaging

Self Managed Super Fund

Superannuation

Transition to retirement

Having worked alongside Scott on medical specialists and private practices, Jack has a particular interest in wealth creation for graduate and junior doctor clients. Jack’s goal is to not only watch his client’s progress in their field, but to assist with structuring and optimising their financial affairs at each stage in their career. Jack believes that to progress as an advisor requires leaving his comfort zone. It’s this tenacity and drive that see him provide great results for clients so early in his career.

Areas of Expertise:
• Medical Doctor Strategy
• Portfolio Management & Construction
• Superannuation & Retirement Strategies
• Self-Managed Super Fund Investment Advice and Strategy
• Personal Risk Insurance & Asset Protection
• Junior Doctor Financial Structuring
• Salary Packaging

Jack's ideas of Financial Freedom

Large Car Collection to enjoy on weekend.

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