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.
Would highly recommend working with Jake; great communicator and took time to understand our circumstances to provide the best possible solution.
Jake took what is a very complex process and guided me through the advice steps such that they felt as seamless as possible across four different financial organisations. Thank you Jake!
Jake provided clear and well researched life insurance advice that was tailored for my wife and I. Its a minefield out there, and Jake's patience and advice gave us the confidence we needed to get the right cover to meet our future needs.
I have no hesitation in referring Jake and his team and giving them the highest recommendation. I have the utmost confidence when I refer a client to him that he will always do an outstanding job. The highest recommendation I can give is that I referred my mum to him. When mum needed some financial advice I only thought of one person I could trust enough and that is Jake. Nothing was too much trouble for Jake, going through scenarios until the right one was found putting my mum at ease at a really difficult time. Thank you Jake for looking after my clients and of course mum.
The financial services offered by Jake are second to none , he is extremely professional and competent in his financial advice. His advise about the markets is relevant and accurate while still being within the scope I have given him. My super is performing above market expectations , communication is always clear and simple to take in. I highly recommend anyone to give Jake and his new business partners a go you will be extremely happy with his work and professionalism . Saville Coble Director Luminous Studios Melbourne
- Adviser status Gold
- Number of reviews 11
- First year providing advice 2017
- Years of experience 6
- Master of Financial Planning
Sterling Grange Financial PlanningSuite 1, 459 Toorak Rd
Toorak, VIC 3142
- 9:00am – 5:30pm Monday – Friday
- In person
- Video call
Axies Pty. Ltd.
Spark Advisors Australia