Jackie Austin

Hyland Financial Planning Pty Ltd

Silver
10 Yrs Experience
Sydney, NSW 2000
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Hyland Financial Planning Pty Ltd

Level 13, 50 Carrington St
Sydney, NSW 2000

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

5.00
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"I first met Jackie when she was working as a Senior Financial Planner at JP Advisory under the leadership of Vijay Palyath. In July 2007 I was advised by Mr. Palyath that his company was being acquired by Optimise Wealth Management. When I learnt that Jackie was moving to Optimise I had no hesitation to contact her to let her know that my intention was to follow her there. Since I received sterling service from her at JP Advisory I could not see any valid reason for changing financial planners. And ever since I have received great service from Jackie. Please understand that when I say 'I' in this context I actually mean 'We'. We being my wife, Nathalie and me."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jackie is very competent at her job. She explains things very clearly. I'm very happy with the setup she has provided for me."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jackie has given me advice in areas including pension and superannuation. Jackie was always able to explain things to me in a clear way. Through Jackie's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Jackie's full care and attention when I needed it and she is always willing to give advice anytime I call."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We feel confident of our retirement now that Jackie has set up our retirement funds in a way that we understand how they are growing. Jackie is always helpful, informative and easy to understand. Thank you Jackie for all you have done for us."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jackie was very professional and knowledgeable and quickly gained our trust and we were very confident with her advice with planning for our future and retirement We have dealt with other advisors over the years and we have found Jackie to be exceptional"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2017

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
The National Finance Institute (NFI)
Completed
2013

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Brokers Association of Australia (FBAA)

Membership type
Member
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