Bachelor of Economics (BEc), Certified Financial Planner (CFP), Diploma of Financial Services (Dip FS), Accredited Listed Product Adviser (ALPA)
Jared brings over 10 years of wisdom and experience in the financial advice sector to his role as an independent Financial Adviser and specialises in:
- personal financial planning for professionals
- home planning and advice (first and family home buyers)
- superannuation and retirement planning (including Centrelink).
His personal values of integrity, honesty and authenticity are a perfect fit for the WellAdvised team, and he’ll accompany you on your financial journey and provide all the help, guidance and coaching you’ll need along the way.
Jared’s caring manner, great listening skills, and strategic approach enable him to deeply understand each client’s unique situation and carefully consider the most useful approaches to meeting your needs now and in the future.
“Financial advice is not just about strategies and dollars. It’s about getting to know each person individually, helping them to gain clarity about the best ways to achieve their goals, and creating tailored advice to help them get where they want to go”.
Jared is also committed to adding value for his clients wherever he can – through financial education, guidance and planning – and perhaps most importantly, works to empower you with the knowledge you need to make well-informed financial decisions for you and your family.