Jared Schrank

Welladvised Financial Advisers

Gold
6 Yrs Experience
Kingston, TAS 7050
Jared brings years of wisdom and experience in the financial advice sector to his role of Financial Advisor at WellAdvised. Jared’s personal values of integrity, honesty, authenticity are a perfect fit for our team. His caring manner, great listening skills, and strategic approach enable him to deeply understand each client’s unique situation and carefully consider the most useful approaches to meeting their needs. He enjoys getting to know each person individually, helping them gain clarity about the best ways to achieve their goals, and creating tailored advice to help them get where they want to go. Financial advice is not just about strategies and dollars. Jared believes in accompanying people on their journey and helping, guiding and coaching them along the way. He’s committed to adding value for his clients wherever he can—through financial education, guidance, planning, and empowering people with knowledge. Jared's passion is assisting clients make wise decisions with their finances and achieve their goals using carefully constructed strategies. He believes trust is built through having a genuine care and consideration for clients needs and objectives, with the knowledge that every person is unique. He gains satisfaction from understanding and uncovering issues while providing regular guidance for each client on their best way forward.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

I work on an hourly fee-for-service basis and track and bill for all time spent. This ensures transparency and ensures clients only pay for services received. I provide a fixed fee quote for the preparation of a Financial Plan (SoA). My current hourly rate is $176 per hour.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 19
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Bachelor of Economics
  • Language spoken
    • English

Welladvised Financial Advisers

58 Channel Hwy
Kingston, TAS 7050

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Welladvised Associates Pty Ltd

AFSL 512670

4.70
19 Reviews
5
4
3
2
1
4.80
Clear communication
4.45
Knowledge & expertise
4.95
Customer care
4.60
Likely to recommend
Showing reviews 1—10 of 19

Sort by

5.00

"Jared has given me advice in areas including Super, retirement and Aged pension. Jared explained things in a way that I could easily understand. I feel very confident that the avice I received was right for my needs I received Jared's full attention when I neded it. Questions were answered promptly."

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

"Jared is the first person to really answer my questions about financial issues pertaining to retirement. I am very grateful for that."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"'Jared has given me advice in areas including loan products, self managed super funds and managing debt. Jared was usually able to explain things to me in a clear way. Through Jared's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Jared's full care and attention when I needed it.'"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"We met with Jared for a financial review and we found him, as always to be polite, professional and very helpful. Jared was extremely patient and willing to clearly answer any questions we had."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jared was helping us with Centrelink communications and arrangement already and now as we are rearranging our assets and preparing to move abroad, he became very helpful and knowleable partner in our endeavours. He is very patient, ready to explain and really caring. It is a pleasure to be his client indeed."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Jarod has been very patient with us as he explains what the best steps are to take leading up to Ian's retirement."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I do not have a lot of experience in financial matters, that is Jareds role on my behalf and at this stage I have no complaints about the level of service I receive, the expert advice that is given and his friendly demeanour, I consider him a top bloke"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jared has been incredibly thorough in his knowledge and understanding of what my husband I require with our superannuation. Because of a mistake that I made he was able to solve the problem as quickly as he could and also find a better superannuation investment. His attention to detail and being able to really listen to his clients makes him a pleasure to deal with. My husband and I both are very confident dealing with Jared. Thank you"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.75

"Jared is obviouly a very caring adviser and has answered many queries in an ongoing way which caused me to feel more confident in investing in Growth Bonds for my great-grandchildren despite the bad publicity in the media about the recent Royal Commission into banks and financial institutions when I lost confidence in AMP in particular. My only 'tongue in cheek' comment about Jared is that he does the paperwork a little too fast and makes minor errors which fortunately I could see and quickly correct (due to previous experience as an editor)."

  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jared has given me advice in many financial areas, including management of my superannuation funds as well as that of my partner. The outcome was not gender biased, for example simply putting my super into my partners fund, rather it was based on grounded research of our available superannuation income streams, our future needs and streamlining the best options for us. Our plan included a savings fund - wealth growth - which was a nice surprise for me."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • 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

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2011

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
University of Tasmania (UTAS)
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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