Jackie Cook

Accordius Pty Ltd

Platinum
15 Yrs Experience
Melbourne, VIC 3000

My name is Jackie Cook and I am the Financial Strategist for Accordius, which was established in 2007 and with whom I've been with since 2011.

Accordius is a unique privately owned personal funds management business, for high net wealth individuals that aims to maximise long-term after-tax returns through high quality, fit for purpose, and personalised financial advice, coupled with an individually managed, discretionary and direct investment service.

Accordius has its own Australian Financial Services Licence and is authorised to provide Managed Discretionary Account (MDA) Services.

The Accordius approach is underpinned by a complete and comprehensive investment administration and reporting solution.

We are a small collaborative team but one closely aligned with the professional services firm, KordaMentha.  KordaMentha provides us with access to services and insights beneficial to our clients.

We place great value on working one-to-one with our clients.

From a personal perspective, the most rewarding part of my role is working with our clients throughout the various ups and downs of life, but in the end, assisting them in turning their financial dreams into reality.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • 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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.92
  • Number of reviews 28
  • First year providing advice 2009
  • Years of experience 15
  • Highest qualifications
    • Bachelor of Commerce (Accounting)
    • Bachelor of Management (Human Resource Management)
  • Language spoken
    • English

Accordius Pty Ltd

Rialto South Tower, Level 31, 525 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Accordius Pty Ltd

AFSL 321955