Jack Oineza

Ryker Capital

Bronze
10 Yrs Experience
Sydney, NSW 2000

Around 26 years back, I crossed paths with Jonathan, a financial adviser, during a BBQ birthday party. When I asked him about his job, he casually replied, "I'm a Lifestyle Architect." His description of how he helps people shape and work toward their life goals struck a chord with me. This encounter piqued my curiosity. Fast forward three years, and I took my first steps into the financial services arena, diving into the world of finance. For over 23 years now, I've been lucky to follow my passion for assisting people from all walks of life, making a difference in their life goals and financial well-being. I'm still fascinated by how a person's personality and feelings tie into their money decisions. Understanding this connection is key for any adviser, helping them guide clients toward what truly matters to them. Being able to steer clients toward their important goals and giving them the confidence that they're on the right track is incredibly fulfilling. I genuinely enjoy seeing the best in people and sharing life experiences can be a powerful tool. I've always believed that learning is a never-ending journey, so staying curious and open to new ideas is vital. I've gained these skills and experiences by working with various clients, from individuals to businesses and high-net-worth individuals. I've been a part of both independent financial advice markets and the banking sector. Key highlights ** 2016 CEO Award recipient** ** Financial Adviser of the Year** ** 2014 BT Financial Group Conference Qualifier (top 4 St. George Bank)** ** 2012 BT Financial Group Conference Qualifier (top 10 St. George Bank) **

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.95
  • Number of reviews 5
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualifications
    • Advanced Diploma of Financial Planning
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Ryker Capital

Shop 127, 158 Day St
Sydney, NSW 2000

Licensed by

Synchron Advice Pty Ltd

AFSL 243313