Hi there, my name's Jackson. I work as a Private Wealth Adviser for Surry Hills based firm Logical Financial. A career changer from the Marketing industry, I joined the Financial Advice profession in 2022. An Adviser passionate about financial independence, I love guiding clients through complex life changes and strategies, whilst making the process as simple as possible. When we work together, you’ll find someone who cares deeply about the life you want to live, whilst also being realistic about the ways we can get you there.
I'm also heavily involved in the local community. I'm a member of the Emerging Professionals Committee through the national Financial Advice Association Australia, a mentor for several community organisations and an adviser to not-for-profits. I hold certifications in Specialist Investment Advice, Self-Managed Super Funds and am currently pursuing a Master of Financial Planning.
Lets find your path together. Reach out to me for a confidential discussion.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchWhere clients require my advice, I prefer to charge fixed-fees only - I do not believe that asset based fees are appropriate. The fixed-fee cost will vary based on the complexity of your needs and financial situation. This will be clearly articulated in our initial Discovery Meeting.
Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 8
- Years of experience 1
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Logical Financial Management
Suite 21, Level 2, 8 Hill StreetSurry Hills, NSW 2010
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Adviceiq Partners Pty Ltd
AFSL 332957