Jack Hobbs

Monash Group Financial Planners

Silver
48 Yrs Experience
Toowoomba City, QLD 4350

Recent reviews

Monash Group Financial Planners

15 Isabel St
Toowoomba City, QLD 4350

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.80
  • Number of reviews 2
  • First year providing advice 1974
  • Years of experience 48
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Gallagher Benefit Services Pty Ltd

AFSL 488001

4.80
2 Reviews
5
4
3
2
1
4.70
Clear communication
4.70
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—2 of 2

Sort by

5.00

"I liked the way that Jack explained things. He told me about his philosophy and it made the whole process easier to understand. He's also a really easy guy to talk to, because he listens to you and then turns what you say into stuff that works. He also has really nice staff and a cool office!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Wills & Estates

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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