Jarrad joined Evans and Partners in 2020 from within the E&P Financial Group and brings over fourteen years’ experience in the areas of wealth management and strategic financial planning.
In particular, Jarrad specialises in the construction and management of goal-oriented, tailored portfolios for a wide range of clients, including high-net-worth individuals, family groups and other private entities. He enjoys seeing clients meet their specific objectives through his comprehensive and considered advice.
Leveraging the capabilities of the E&P Financial Group, Jarrad utilises carefully selected and well-researched investment vehicles including direct equities, managed funds, exchange traded funds and separately managed accounts to achieve effective results for his clients.
Jarrad has a Bachelor of Finance, majoring in Corporate Finance and Investment Management from the Australian National University. In addition, he has completed a Graduate Diploma in Financial Planning and a Master of Applied Finance from Kaplan Professional. Jarrad has also attained his Certified Financial Planner® accreditation from the Financial Planning Association and is an SMSF Association Specialist Adviser™.
Jarrad completed the FASEA Financial Adviser Exam in August 2020.