Jake M. Taylor  MFinPlan, BCom(FinPlan)

As Director of JMT Wealth Management, he aims to understand every client’s unique financial position and objectives so he can develop strategies that perfectly match the client to their goals. This is achieved by analysing a broad spectrum of investment, superannuation and insurance products to provide true value to his clients that helps them realise financial stability.

Relationships are what Jake seeks to build and maintain with his clients so he can become their trusted adviser and be part of their ongoing financial success. 

Jake’s professional journey has seen him placed on several innovation and compliance committees as he is committed to the growth and integrity of the Financial Planning profession.

His qualifications include a Master of Financial Planning, Bachelor of Commerce (Finance & Financial Planning) and a Family SMSF Adviser RG146 Course. He is a registered Tax (Financial) Adviser with the Tax Practitioners Board and a member of the AFA (Association of Financial Advisers). He is currently enrolled in the CIPM® (Certificate in Investment Performance Measurement) and always seeking further professional development to maximise investors’ value from his advice.

 

Get in touch with Jake today.