Jackson Harvey

Jackson has more than 12 years of experience in the financial services industry, having worked across both national financial institutions and privately owned boutique advice firms.

He holds a Bachelor of Business (Finance), an Advanced Diploma of Financial Planning and a Diploma of Financial Planning.

Throughout his career, Jackson has developed extensive experience across financial advice, investment management and governance. He enjoys helping individuals and families navigate complex financial decisions, bringing clarity to competing priorities and developing tailored strategies aligned with their long-term goals and values.

With a strong interest in portfolio construction and investment management, Jackson combines evidence-based investment principles with practical, real-world advice to help clients grow, manage and preserve their wealth over time. Known for his approachable and genuine style, he values building long-term relationships founded on trust, transparency and clear communication.

Having lived in and travelled to more than 26 countries, Jackson has developed a broad perspective and appreciation for different people and cultures. Away from the office, he enjoys staying active through running and the gym, plays cricket in the Barossa Valley, and values spending time with his partner, their extensive families and friends, and their much-adored Labradoodle, Leo.

“Immersing myself in diverse cultures and embracing new experiences broadens my perspective on the world which he believes makes me a more empathetic, open-minded and understanding person and, in turn, a better Financial Planner.”

Qualifications and memberships

• AFP® Member of the Financial Planning Association of Australia
• Bachelor of Business (Finance) University of South Australia (2018)
• Diploma of Financial Planning, Kaplan Professional (Australia, 2018)
• Advanced Diploma of Financial Planning, Kaplan Professional (Australia, 2018)