Riley Jan

Cruz Financial Planning

Bronze

2 Yrs Experience

Burleigh Heads, QLD 4220

About Riley
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Riley is a Griffith University and Bond University graduate. Riley holds a Master of Financial Planning, Bachelor of Laws, a Bachelor of Commerce majoring in Economics and a Graduate Diploma in Legal Practice (GDLP).

Upon admission into the legal profession in 2020, Riley worked predominantly for generalised law firms practising in civil litigation, insurance law, criminal law and sports law at several law firms situated on the Gold Coast and in Byron Bay.

Riley has since followed his passion and made a career change to Financial Planning. He is currently working as a Financial Adviser with Cruz Financial Planning. Riley's work involves providing advice in the following areas:

1. Superannuation including SMSFs;

2. Investments;

3. Wealth Accumulation;

4. Pre and Post-Retirement Strategies;

5. Estate Planning;

6. Life Insurance;

7. Cash Flow Management;

8. Debt Management;

9. Centrelink; and

10. Financial modelling.

Riley has a broad range of expertise in both the financial planning and legal industries. His strengths lie in his work ethic, reliability, organisation and leadership skills. Riley has demonstrated an ability to build strong relationships with new and existing clientele through his dedication to delivering client focussed outcomes.

Superannuation
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Property Investment
Complex Investments
Small Business Advice
Tax Strategies
Growing Assets

Please see our Financial Services Guide for details on our services and fees.

5.00 April 2025

We are incredibly grateful to Riley for the amazing support and guidance he has provided us. From assisting us in purchasing our first home to handling a re-finance, Riley has saved us a significant amount of money. He has been with us every step of the way, making everything seem less daunting and much more manageable. Riley genuinely cares about our best interests and never feels like just another client. If you are seeking someone who will support you financially and simplify complex matters, Riley is the right choice. We are incredibly grateful to have found him.

5.00 April 2025

We honestly can’t thank Riley enough for all the incredible support and guidance he’s given us. From helping us buy our first property (still can’t believe it’s ours!) to sorting out a re-finance he saved us heaps, Riley has been there every step of the way, making everything feel less overwhelming and so much more manageable.

Riley didn’t just help with the big stuff—he set us up with a cash flow structure that actually works for us, taking the stress out of day-to-day finances. He’s also guided us into smart investments that we’d never have thought of on our own, and helped us map out a long-term retirement plan that makes us feel genuinely excited for the future.

What we love most about Riley is how approachable, patient, and genuine he is. It never feels like we’re just another client—he truly cares about what’s best for us. If you’re looking for someone who’ll have your back financially and make the complex stuff feel simple, Riley’s your person. We’re beyond grateful to have found him.

5.00 April 2025

Always very knowledgeable re my personal situation, pleasant nature and very easy to talk to.

5.00 April 2025

I would recommend Riley to anyone needing advice in regard to superannuation. I was uncertain about my financial future. He showed me options and helped me feel more certain about my financial future.

He is very knowledgeable in his field of law and finance.

I found him easy to talk to and understanding of my goals for the future.

5.00 April 2025

We have used Riley and the Team from Cruz for a few years now and they have really helped set us up for our retirement. Their no-nonsense approach and simplified methods for investment have been greatly appreciated. I only wish we had used Riley sooner.