Corin Jacka

Priority1 Wealth Management Group (Australia) Pty Ltd

Gold
22 Yrs Experience
Ringwood North, VIC 3134
Following careers in sports marketing and banking and finance, Corin commenced in the financial planning industry in 1997. For more than 20 years Corin has been providing financial coaching, mentoring and advice and has been a Director and General Manager of one of Australia's largest boutique financial planning firms. He also adjudicates on the AFCA, Investments, Life Insurance and Superannuation Panel as an Industry Representative. Corin's qualifications have included being a Fellow of FINSIA, a member of PIFA and has been a Certified Financial Planner for many years. Corin holds the clients' values and goals in high regard and strives to achieve an enduring long lasting relationship. The objective of Corin Jacka is to work with a finite number of clients and to provide a financial service to help those clients enhance their quality of life by helping them get their financial house in perfect order and keep it that way....forever. His job is to orchestrate the written plan where he holds everyone involved, including the client, accountable, to ensure the greatest probability the plan unfolds well. Corin has been presenting free seminars for over 15 years to highlight the importance of making smart choices about money. The seminars offered by Corin Jacka do not involve any product. If you have a workplace, community group or even just a group of family and friends who would benefit from learning more about what choices they can make about their money please contact Corin to discuss.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 21
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Priority1 Wealth Management Group (Australia) Pty Ltd

Shop 1, 204-206 Warrandyte Road
Ringwood North, VIC 3134

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Priority1 Wealth Management Group (Australia) Pty Ltd

AFSL 324472

4.80
21 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
4.80
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 21

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5.00

"To date Corin has provided me with sound advice for my financial affairs and has also facilitated the process ensuring that all matters have been completed in full. When I engaged Corin's services he listened to my needs and acted upon our personal situation, having acknowledged these areas it was certainly piece of mind that he was looking after our best interests."

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  • Likely to recommend
4.50
  • Clear communication
  • Knowledge & expertise
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  • Likely to recommend
4.50

"To me Corin is a very trustworthy adviser and one who I feel looks after my husbands and my interests honestly and with commitment."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Corin Jacka has been our financial adviser for many years and we are extremely comfortable with him managing our financial situation. Without doubt we would recommend his services to friends."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
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4.50

"Excellent service for one off financial advice. His first time advice is free to potential new clients. Advice was excellent, however we do not need ongoing financial advice."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Corin Jacka has helped me understand my finances and I feel so much better now that everything is under control and we have a plan. He listens to me and doesn't make me feel guilty or stupid so I am encouraged to work towards my goals with his help. He is always available for advice."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Corin Jacka takes time to know of all people important in my life and so who may be affected by financial decisions made. He is easily contacted and responds quickly. His manner and depth of explanation encourage confidence. ."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 21

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2005

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

Profession of Independent Financial Advisers (PIFA)

Membership type
Member
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