For Consumers

For Advisers

Connect with us

MENU
FIND AN ADVISER
Jackie Cook

 Jackie Cook

Share profile:
525 Collins Street Level 31
Melbourne
VIC
3000
AU

Overview CONTACT THE ADVISER

Jackie Cook Jackie Cook

total Reviews

21

Experience

9yrs

Status

Platinum

Overall Adviser Rating

95

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

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.

Company:

ACCORDIUS PTY LTD
ACCORDIUS PTY LTD

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

ACCORDIUS PTY LTD
ACCORDIUS PTY LTD
Expertise
Building SuperBuilding Super
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Household BudgetingHousehold Budgeting
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Small Business AdviceSmall Business Advice
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
Estate PlanningEstate Planning
My fees
  • Free Initial Consultation

Latest Customer Reviews (3 of 21 total)See all

"Jackie provides excellent service. She is proactive and always very helpful and responsive to any requests. "

Fiona, 46-55 16 Jul 2018

"Jackie continues to provide excellent service"

Mark , 65+ 16 Jul 2018

"Jackie is very professional and prompt. Her responses and explainations are easily understood "

Leonie, 56-65 15 Jul 2018

History & Qualifications CONTACT THE ADVISER

My qualifications

Advanced Diploma of Financial Services (Financial Planning) (2011)

Awards
  • National Winner of the Financial Planning Associations' Paraplanner of the Year (2009)
Years of experience
  • 9 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 31
525 Collins Street, Melbourne
VIC 3000 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 98% Average Reviews
  • 21 Total Reviews
Fiona, 46-5516 Jul 2018
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"Jackie provides excellent service. She is proactive and always very helpful and responsive to any requests. "

Mark , 65+16 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jackie continues to provide excellent service"

Leonie, 56-6515 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jackie is very professional and prompt. Her responses and explainations are easily understood "

Peter, 56-6513 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jackie is professional and highly competant. Her customer focus, response and care are exemplary. She is an asset to her firm and I have no hesitation in recommending her to friends."

Paul, 56-6512 Jul 2018
Expand
Overall customer rating
81%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
75%

"Jackie provides an excellent service in a friendly manner. We rely on her expertise and her proactive support to manage and grow our superannuation fund’s investment portfolio. Paul 3131"

Daniel , 46-5512 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We find Jackie very thorough and responsive "

ilona, 56-6511 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jackie is knowledgeable and has become our KEY contact. She has a fabulous customer service focus and her follow up is brilliant. She is prompt in her responses, proactive in the management of our SMS fund and friendly every step of the way. She is a joy to work with as she understands what we need and somehow manages to satisfy both our needs. She is a true asset "

John, 56-6511 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We are extremely happy with the service Jackie provides. As we move towards retirement investment strategy and structuring our income are very important and Jackie provides us with excellent support"

Marian, 65+11 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Always helpful, friendly and efficient for a client who has little expertise in this field."

Helen, 56-6511 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jackie is very attentive and helpful. Her advice is easy to follow and she is very reliable with any required follow-up."

Heather, 65+11 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have known Jackie for several years now, she always responds in a very efficient manner. I would highly recommend Jackie to anyone who is seeking professional advice."

Peter , 65+11 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Extremely helpful"

Owain, 46-5511 Jul 2018
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
50%

"Jackie has always been responsive and proactive - and carries out instructions accurately and on a timely basis. Thank you "

Kostantinos, 56-6511 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jackie is very customer service orientated and makes me feel that I'm a valued client and my priorities are her focus. She is prompt with her advice and always follows up on issues I raise in a timley and accurate manner. "

Kerry, 46-5511 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I first met Jackie approximately 12 months ago when I decided to start making serious decisions about my future retirement and superannuation situation. Jackie, in setting up my super and investment portfolio, has done a fantastic job, especially in clearly communicating each and every single process and step along the way. I simply cannot rate Jackie highly enough."

RON & GABRIELLE, 56-6511 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Nothing is too much trouble for Jackie - any queries are always answered promptly"

Kirk, 56-6511 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jackie is very proactive, positive and a great support. I find Jackie well qualified and quite professional with a good manner and approach."

Linda, 46-5511 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I feel very fortunate to have Jackie looking after our financial affairs. Not only is she very knowledgable, she is extremely efficient and very easy to talk to."

David, 65+11 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Having been a financial adviser in the past, I am well aware of what a trusted adviser needs to be to their clients, in terms of understanding needs and matching the adviser's expertise with those needs and doing so in an efficient and professional manner. That's Jackie "

Andrew, 46-5511 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%
1 2
       

Vouch for & Skills Ranking CONTACT THE ADVISER

1

Number of advisers who vouch for the integrity of this adviser

1

ACCORDIUS PTY LTD

Top 5 Skills (as rated by customers)


#1
Self Managed Super Funds
STRENGTH
18
Customers

#2
Preparing For Retirement
STRENGTH
12
Customers

#3
Building Super
STRENGTH
11
Customers

#4
Tax Effective Strategies
STRENGTH
8
Customers

#5
Estate Planning
STRENGTH
3
Customers

#5
Insurance Protection
STRENGTH
3
Customers

#5
Savings Investment
STRENGTH
3
Customers

x

Overall rating

95%

Jackie Cook

Company: ACCORDIUS PTY LTD

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Jackie Cook is a member of and in what capacity, the licensee or company of Jackie Cook and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Jackie Cook (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%