About Me

Jarrad brings more than seventeen years’ experience in the areas of wealth management and strategic financial planning.

In particular, Jarrad specialises in the construction and management of goal-oriented, tailored portfolios for a wide range of clients, including high-net-worth individuals, family groups and other private entities. He enjoys seeing clients meet their specific objectives through his comprehensive and considered advice.

Jarrad utilises carefully selected and well-researched investment vehicles including direct equities, managed funds, exchange traded funds and separately managed accounts to achieve effective results for his clients.

Jarrad has a Bachelor of Finance, majoring in Corporate Finance and Investment Management from the Australian National University. In addition, he has completed a Graduate Diploma in Financial Planning and a Master of Applied Finance from Kaplan Professional. Jarrad has also attained his Certified Financial Planner® accreditation from the Financial Planning Association.

Jarrad completed the FASEA Financial Adviser Exam in August 2020.