Jake Taylor

Sterling Grange Financial Planning

7 Yrs Experience
Toorak, VIC 3142

Jake is a skilled financial services specialist focused on holistic advice with a successful track record of over 10 years in the industry. His expertise is in wealth generation and protection, providing exceptional client-centric services and tailored financial strategies.

As Director of Sterling Grange Financial Planning, he aims to understand every client’s unique financial position and objectives so he can develop strategies that perfectly match the client to their goals. This is achieved by analysing a broad spectrum of investment, superannuation and insurance products to provide true value to his clients that help them realise financial stability.

Relationships are what Jake seeks to build and maintain with his clients so he can become their trusted adviser and be part of their ongoing financial success. 

Jake’s professional journey has seen him placed on several innovation and compliance committees as he is committed to the growth and integrity of the Financial Planning profession.

His qualifications include a Master of Financial Planning, Bachelor of Commerce (Finance & Financial Planning) and a Family SMSF Adviser RG146 Course. He is a registered Tax (Financial) Adviser with the TPB and a member of the FPA (Financial Planning Association of Australia). He is currently enrolled in the CIPM® (Certificate in Investment Performance Measurement) and always seeking further professional development to maximise investors’ value from his advice.


  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 11
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Sterling Grange Financial Planning

Suite 1, 459 Toorak Rd
Toorak, VIC 3142

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Axies Pty. Ltd.

AFSL 339384

Spark Advisors Australia

AFSL 380552