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.
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.
Punctual, strategic, knowledgeable and just great to deal with.
Jackie is an excellent adviser. She is knowledgeable , efficient and pro active.
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.
Jackie is an excellent adviser- honest, clear, thorough, diligent, knowledgeable, reliable, concerned, caring - a pleasure to work with
- Adviser status Platinum
- Number of reviews 28
- First year providing advice 2009
- Years of experience 14
- Bachelor of Commerce (Accounting)
- Bachelor of Management (Human Resource Management)
Accordius Pty LtdRialto South Tower, Level 31, 525 Collins St
Melbourne, VIC 3000
- 9:00am – 5:00pm Monday – Friday
Accordius Pty Ltd