Jake is a Private Wealth Adviser focused on helping Australians meet their wealth goals and live comfortably in retirement.
Growing up in the Byron Bay region and moving to Sydney to pursue his passion for financial markets, Jake is dedicated to helping people create and protect their wealth. Before joining Ord Minnett more than five years ago, Jake gained experience with the Commonwealth Bank in their Import and Export Finance team.
Since joining Ord Minnett, Jake has benefited from collaborating with senior private wealth advisers, providing him with diverse market insights and wealth management skills that he now uses to assist his clients in achieving their financial aspirations.
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