Jackie Cook

Accordius Pty Ltd

Platinum
13 Yrs Experience
Melbourne, VIC 3000
My name is Jackie Cook and I am the Financial Strategist for Accordius, which was established in 2007 and with whom I've been with since 2011. Accordius is a unique privately owned personal funds management business, for high net wealth individuals that aims to maximise long-term after-tax returns through high quality, fit for purpose, and personalised financial advice, coupled with an individually managed, discretionary and direct investment service. Accordius has its own Australian Financial Services Licence and is authorised to provide Managed Discretionary Account (MDA) Services. The Accordius approach is underpinned by a complete and comprehensive investment administration and reporting solution. We are a small collaborative team but one closely aligned with the professional services firm, KordaMentha.  KordaMentha provides us with access to services and insights beneficial to our clients. We place great value on working one-to-one with our clients. From a personal perspective, the most rewarding part of my role is working with our clients throughout the various ups and downs of life, but in the end, assisting them in turning their financial dreams into reality.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 28
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualifications
    • Bachelor of Commerce (Accounting)
    • Bachelor of Management (Human Resource Management)
  • Language spoken
    • English

Accordius Pty Ltd

Rialto South Tower, Level 31, 525 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Accordius Pty Ltd

AFSL 321955

4.90
28 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 28

Sort by

5.00

"Jackie has given me advice in areas including Loan Products, Self Managed Super Funds and Managing Debt. Jackie was usually able to explain things to me in a clear way. Through Jackie's knowledge and experience, I feel Very confident that the advice given was right for my needs. I always receive Jackie's full care and attention when I need it."

  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Punctual, strategic, knowledgeable and just great to deal with."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jackie is an excellent adviser. She is knowledgeable , efficient and pro active."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We find Jackie to be extremely professional and knowledgeable and very responsive to our questions and requirements. We have no hesitation in recommending Jackie to prospective clients of Accordius."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jackie is an excellent adviser- honest, clear, thorough, diligent, knowledgeable, reliable, concerned, caring - a pleasure to work with"

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

"Jackie has developed a very solid rapport with us. She articulates the rational behind her recommendations extremely well - we are always on the same 'wavelength'. Our inquiries and requests are always dealt with very promptly, and with well detailed responses."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jackie's knowledge and ability to explain strategies to us has been extremely helpful"

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jackie provides excellent service. She is proactive and always very helpful and responsive to any requests."

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

"Jackie continues to provide excellent service"

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

"Jackie is very professional and prompt. Her responses and explainations are easily understood"

  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 28

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2011

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education (prev PS146 Training Australia)
Completed
2011

Bachelor of Commerce (Accounting)

Level
7 - Bachelor Degree
Institution
Federation University Australia (prev University of Ballarat)
Completed
2007

Bachelor of Management (Human Resource Management)

Level
7 - Bachelor Degree
Institution
Federation University Australia (prev University of Ballarat)
Completed
2007

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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