Jackie Austin

I am passionate about providing a highly skilled and technical approach to strategic advice for private and business clients on all aspects of wealth management. I endeavour to develop strong, ongoing relationships with clients to educate, encourage and assist them with the implementation of strategies developed to achieve, short, medium and long term goals.

My career in the financial services industry commenced as a Client Service Manager in 2007 where I gained valuable knowledge providing operational and administrative support to a financial planner, the role helped gain experience and a comprehensive understanding of the financial planning industry. Following on from my role as a Client Service Manager I decided to become a financial planner in 2011. I hold an Adv Dip FS (FP), Certificate 4 in Mortgage Broking and I am a JP.

My aim is to offer a consistent service to clients and ensure that clients’ needs, both immediate and long term, are met.  I firmly believe to achieve your goals, as a client you need a lifetime relationship with a business that can deliver exceptional strategic advice coupled with a strong ongoing relationship.