About Me

Jake’s priority is to deliver articulate and easy to understand financial plans. He believes the real challenge of financial advice lies in seeing the big picture and analyzing all the working parts. A financial plan is the backbone of any financial strategy which ensures success.“I am really lucky to be doing this work. I get to work with people from all different walks of life. A big part of my role is educating clients on financial matters but I feel that clients equally give back to me by allowing me to share their life experiences. It is tremendously rewarding to assist clients in making good decisions and achieving their life goals. I know I’m successful when money becomes a positive influence in their lives.”Jake began his financial planning career in 2001 working at AMP, whilst completing a degree in commerce (economics and finance) through University of Western Sydney and a Diploma in Financial Planning through Deakin University. After working as a financial planner for a number of financial institutions, including AMP and Hillross, Jake founded ‘Innovative Wealth Management’ licensed through Charter Financial Planning. As a CERTIFIED FINANCIAL PLANNER® Jake is qualified to provide advice in all the main areas of financial planning, specialising in retirement planning for self-funded retirees and personal protection strategies for the self-employed.Aside from advising, Jake has acted as a Lecturer and Tutor for University of Western Sydney and is a qualified mortgage broker. Having lived in a number of suburbs within Sydney, Jake currently resides in Miranda and has family ties in the Bankstown/Revesby region where he grew up. Outside of work Jake enjoys playing the guitar, fishing and travelling the world.