With over 14 years of experience in the financial services sector, Jared began his career in lending before transitioning into financial planning – a move inspired by his desire to help his clients navigate the challenges of building, protecting, and preserving their wealth.
He prides himself in being approachable and straightforward, making finance easy to understand for his clients. He has been with the same business for over 10 years, working with a wide range of clients, from families and their children to business owners across Perth and other parts of Australia.
His areas of expertise include retirement planning, wealth building and tax-saving strategies. His advice covers superannuation, investments, personal insurance, cash flow modelling and budgeting, and debt management.
Outside of financial planning, Jared and his wife enjoy both domestic and overseas travel. Passionate about world history and cultural exploration, they have visited 32 countries and counting.
Your adviser is based at our Perth office
