MenuJacob Locascio CFP®
About Me
Jacob is currently a Senior Financial Adviser & Principal at Coastal Advice Group. Jacob enjoys meeting a diverse range of people, developing relationships and hopefully educating them in an area that he is passionate about. He enjoys helping people set goals and working with them to achieving their goals. Jacob is a Certified Financial Planner® and a member of the Financial Planning Association of Australia (FPA).
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 10 Years -
Licensed By Ri Advice Group Pty Ltd
