Jack Duddy

Wealth Foundry Pty Ltd

Bronze
2 Yrs Experience
Clayton, VIC 3168

Jack has been working in financial services since 2017. Graduating from Monash University in 2016, Jack began working at Bell Potter Securities, dealing International Equities. Jack completed his Graduate Diploma of Financial Planning in 2022 and is working towards becoming a certified Financial Adviser in 2024.

Jack joined Link Financial Services in 2023. Recently completing the financial planning professional year, Jack is looking forward to the opportunity to provide tailored and comprehensive advice solutions to all clients.

"My motivation is working with clients to achieve their financial goals; coaching clients through the strategies that enhance these goals and dreams is what financial planning is to me."

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2024
  • Years of experience 2
  • Highest qualification
    • Master of International Business
  • Language spoken
    • English

Wealth Foundry Pty Ltd

Suite 20, 202-220 Ferntree Gully Rd
Clayton, VIC 3168

Meeting methods

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

Licensed by

Sira Group Pty Ltd

AFSL 278423