Riley Jan

Firstlight Financial Planning

Bronze
3 Yrs Experience
Burleigh Heads, QLD 4220

Riley is a Partner and Financial Adviser at Firstlight Financial Planning.

His path into advice began in September 2018, when he joined Hard Line Wealth as an Associate while still completing his legal training. Following admission to the legal profession in 2020, Riley practised at generalist firms on the Gold Coast and in Byron Bay across civil litigation, insurance law, criminal law and sports law, working in both professions simultaneously until 2021. In 2022, he completed a Master of Financial Planning at Griffith University.

Riley is a graduate of Griffith University and Bond University. He holds a Master of Financial Planning, a Bachelor of Laws, a Bachelor of Commerce majoring in Economics, and a Graduate Diploma in Legal Practice. In 2025, Riley completed his SMSF Specialist Adviser accreditation with the SMSF Association and became a Partner at Cruz Financial Planning, which rebranded to Firstlight Financial Planning in 2026.

Riley advises across:

Superannuation, including SMSFs

Investments

Tax

Structuring

Wealth accumulation

Pre and post retirement strategies

Estate planning

Cash flow management

Debt management

Financial modelling

Drawing on experience in both the legal and financial planning professions, Riley brings a rigorous, structured approach to complex client situations. His strengths lie in his work ethic, reliability, organisation and leadership. He builds lasting relationships with new and existing clients through a consistent focus on delivering outcomes that matter to them.

Expertise

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

My fees

I offer a free initial consultation for potential new clients.

Get in touch

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.99
  • Number of reviews 46
  • First year providing advice 2023
  • Years of experience 3
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Firstlight Financial Planning

76 Township Dr
Burleigh Heads, QLD 4220

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Firstlight Financial Planning

AFSL 532193