Jake joined Evans and Partners in 2016 and is an associate adviser within the Private Wealth Management (PWM) team.
Previously Jake worked as a desk assistant within PWM before quickly transitioning into his current role. His passion for the financial markets began while he was still at school, assisting in the management of family wealth. It was this early experience, combined with an ongoing fascination of domestic and global investing, that led him to pursue his career with Evans and Partners.
Jake has a Bachelor of Commerce from Monash University, majoring in Economics and Finance, as well as a Certificate in Core 1 Securities and Managed Investments, where he is RG146 compliant.