Jake Smith
Financial Planner
Qualifications
- Bachelor of Financial Advising
- Diploma of Financial Services (Financial Planning)
I am passionate about giving my clients peace of mind in relation to their retirement. I achieve this by clearly articulating financial planning concepts and strategies in a way that is easy to understand.
Jake started his career with StatePlus in 2010. Jake's technical skills, coupled with a dedication to delivering superior results enable him to understand each client's unique financial situation and tailor his advice to meet their goals.
With his extensive experience in a broad range of financial planning issues, such as wealth accumulation strategies, retirement planning and the constantly changing technical environment, Jake ensures his clients can take advantage of the opportunities that present themselves.
Jake was born in the Sutherland Shire and has lived there all of his life. He is a member of Alfords Point Social Golf Club, enjoys playing basketball and likes to watch rugby, cricket and American football.