About Me

Jacob is an experienced CERTIFIED FINANCIAL PLANNER® professional dedicated to helping individuals and families achieve their financial goals with confidence and peace of mind. Known for his holistic and client-focused approach, Jacob takes the time to understand each client's unique needs, values, and aspirations.

With extensive technical expertise, Jacob specialises in superannuation and retirement planning, investment management, tax-efficient strategies, and estate planning. Whether you're building wealth, preparing for retirement, or leaving a legacy, Jacob provides tailored solutions designed to grow and protect your financial future.

Jacob is also an Accredited Aged Care Professional™ helping individuals and their families navigate the complexities of aged care by providing expert guidance and support to empower informed and confident decisions while protecting their financial security.

Jacob meets with clients at Back to Back’s Canberra office (located on Level 3 of 97 Northbourne Ave) or via video call (Zoom/MS Teams).