Qualifications
& Memberships
- Graduate Certificate in Financial Planning
- Advanced Diploma of Financial Planning
- Diploma of Financial Services (Financial Planning)
- SMSF Accredited
- Certificate IV in Finance and Mortgage Broking
Areas of
Expertise
Jade strives to build meaningful relationships based around mutual trust and a genuine desire to get the best outcomes for his clients. He is a graduate of the AMP Horizons Financial Planning Academy and has recently taken on the Managing Director role within Plan 4. He works closely with clients and their accountants to tax-effectively build wealth, protect their lifestyle and assets and provide the ongoing mentoring that is essential to bring their plans to fruition. ‘I love working with my clients to help them articulate their vision of financial freedom and create ideas and strategies to help get them there’.
Prior to working in the Financial Services industry, Jade was sales manager of tourism business operating from Auckland, New Zealand and has over 10 years of management experience. Jade is qualified in SMSF (self-managed super fund) advice, is an accredited mortgage consultant (AMC) and is currently completing a Graduate Diploma (Financial Planning).
Jade's ideas of Financial Freedom
Being able to do the things that I enjoy with the people I care about. I would love to be able to provide my family with the kind of lifestyle that my parents have afforded me.