with totally over 12 years' experience in the financial sector and 8 years' experience specialised in the financial planning including Industry Superfund, Deloitte and listing Financial Company, Jacob brings comprehensive and solid expertise on the financial strategy construction, partifularly in Insurance/Superannuation/EducationBond/Investment Etc. With more focus on the client strategy review and implement as the both planner and practice manager, Jacob will provide the more care and patience as well as provide the best solution.
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Bronze
- First year providing advice 2024
- Years of experience 2
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Highest qualifications
- Master of Commerce (Finance)
- Master of Professional Accounting
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Languages spoken
- English
- Mandarin
Lionsgate Financial Group Pty Ltd
12 Harry Gilbank WayKellyville, NSW 2155
Meeting methods
- In person
- Phone
- Video call
Licensed by
Lionsgate Financial Group Pty Ltd
AFSL 342766