Our Team

Jack Kewalram
Partner, Private Client Adviser

Jack has been working in financial services since 1995, with a career that spans banking, investment consulting, and funds management before he became a Financial Adviser in 2016.

His experience as an asset consultant enables him to provide astute investment advice, while his time in funds management gives him the skill set to understand his clients’ portfolios in great depth, providing the best solutions to achieve better risk-adjusted returns.

His extensive experience has contributed to his abundant knowledge and passion for helping clients achieve financial stability, ensuring that the money they worked hard for begins working equally hard for them.

Jack is a self-described 'foodie', who enjoys trying new places and visiting all-time favourites with his wife and daughters Keisha, Kamilla, and Karissa. He also volunteers at Kids Church on Sunday mornings.

'Above and Beyond' is the motto Jack lives by, and he believes a positive attitude and action are essential in every situation.

Accreditations
  • Master in Business Management with a major in Finance
  • Bachelor of Arts
  • Advanced Diploma in Financial Planning
  • Diploma of Financial Services (Financial Planning)
  • Ethics and Professionalism in Financial Advice
  • Specialist accreditation in Margin Lending
  • SMSF Specialist Advisor SSA®
  • Certified Financial Planner (CFP)®
  • FAAA Aged Care SpecialistTM (ACS)
Memberships
  • Financial Advice Association of Australia (FAAA)
  • SMSF Association (SMSFA)
Connect

Your adviser is based at our Sydney office