Associate Adviser - Wealth Management
Jac’s career in the financial planning industry began in 2018 as a Client Service Officer. He has since studied and worked his way to his current position as a Provisional Financial Adviser at Findex. Providing his clients with holistic advice is where Jac excels. He uses his knowledge in investment, taxation, wealth management, insurance, superannuation, and Centrelink to help his clients achieve their financial goals.
As a firm believer in financial education and empowerment, Jac loves working with all age groups to improve their financial literacy. He understands that circumstances change and so lends an adaptable and flexible approach to finances to accommodate life’s uncertainties.