Jake Wilkins entered the financial services industry (officially) in 2006 working in his father’s financial planning business. Unofficially, he started much earlier than this! Jake started his career from the ground up, starting as junior receptionist and taking the opportunity to develop knowledge, skills, and experience during this time. Jake quickly progressed into roles which assisted the advisers (paraplanning, client services and adviser assistant) and in 2014, after completing a Bachelor of Commerce (Finance) and a Diploma in Financial Planning, Jake officially became a financial adviser. Since then, Jake has developed a keen passion for helping Millennials (and really anyone seeking financial freedom) to define life on their own terms. He is strategy focused with a keen eye for problem solving and out‐of‐the‐box solutions that others may simply dismiss as ‘too hard’. Jake is a holistic adviser which means that when solving one
problem he is also looking at all the potential impacts his advice will have on the other areas of his client’s world. For example, the amount of insurance someone requires is tightly linked to how their budget, investments and superannuation are working. It also links directly to their planning needs (i.e., Life Insurance) and ensuring that at every step the components all add up to the whole. Jake is married and lives in Brisbane with his wife, Bess. They have 2 fur‐kids named Wren and Aurora who are Border Collies. Jake has additional qualifications in SMSFs, Margin Lending, Estate Planning and has also developed a unique budgeting method. Jake has also completed post‐graduate studies from Deakin University in 2018 when he completed his Graduate Diploma of Financial Planning.
Jake listened attentively to all aspects of my financial and life goals, then walked me through all possible options. He was thorough, sensible and very well informed about the implications of the possible choices I could make. The decisions I made, guided by Jake, have been careful but astute, giving me peace of mind and satisfactory returns. I'm very happy to recommend Jake as a financial planner.
Jake has provided advice on superannuation and helped us set up more suitable funds including appropriate insurance. He has also provided advice on budgeting and formulating our wills. Jake was able to explain things clearly to ensure we fully understood. We are confident that the advice provided suited our needs at this time.
As a new client of Jake's I'm very impressed with his expertise and approach. He took the time to understand my situation fully and clearly explained what he was recommending and why. I have since referred other members of my family to Jake.
I am delighted that my daughter recommended Jake. I have found him to be extremely knowledgeable and helpful. He has always given sound honest advice . He is very personable. He is prompt and efficient with any queries that l have. I would highly recommend him
Jake was really easy to talk too. I felt he understood what I was looking to achieve, and could genuinely relate to me. His priority was ensuring that products offered were personalised and would suit our lifestyle and budget. He was very accommodating in working around my availability as well. I appreciate Jake, and would definitely recommend him to others.
- Adviser status Gold
- Number of reviews 19
- First year providing advice 2014
- Years of experience 9
- Graduate Diploma of Financial Planning
Jake Wilkins Financial PlanningLevel 11, 5 Pine Valley Dr
Joyner, QLD 4500
- In person
- Video call