Jake is a director within the Private Wealth Management team based out of Brisbane and joined Evans and Partners in 2021 from within the E&P Financial Group.
As an experienced adviser, Jake provides investment advice to a broad range of different clients including executives, charities, high-net-worth individuals, senior public servants and young professionals.
Jake specialises in the construction and management of tailored portfolios. He has a strong understanding of self-managed superannuation and enjoys seeing clients meet their specific objectives through his considered advice.
Leveraging the capabilities within E&P Financial Group, Jake utilises carefully selected and well-researched investment vehicles including direct equities, managed funds and exchange traded funds across a range of asset classes in striving to achieve an effective outcome for his clients.
Prior to joining the E&P Financial Group, Jake successfully completed an internship as Assistant Fund Manager with Avalon Capital AG.
Jake has a Bachelor of Science in Business Administration (Finance) from the University of Louisiana at Lafayette in the US. He is accredited to provide investment advice by the Stockbrokers Association of Australia and has completed a Diploma in Financial Planning from Kaplan Professional Australia.
Jake completed the FASEA Financial Adviser Exam in April 2020.