Hi – I’m Jake. And I’m just a bit different to your typical financial adviser. Firstly, I don’t wear a suit. In fact if I’m wearing a business shirt, I’ll have my sleeves rolled up. I don’t work from a physical office. The vast majority of my meetings are on Zoom (even the clients who also live in Brisbane). And majority of my clients live in NSW, Vic, SA and WA … I’m in Qld! HAHA.

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