About Me

JP Wealth Assurance was founded by Jacob Poon, a financial planner with more than 20 years' experience in supporting clients to achieve their life and financial goals.
Jacob places a lot of emphasis in educating his clients about the financial process and helping them to make an informed decision in a way that they can easily understand. Jacob has a Bachelor of Commerce Degree, Diploma of the Financial Planning and a Certified Practicing Accountant (CPA).
He is a member of the Financial Planning Association (FPA) and Certified Practicing Account Australia. He is also an NSW Justice of Peace.