Jack R Hobbs

Jack R Hobbs Email and Phone Number

Principal Financial Adviser at Monash Group Financial Planners, Financial Standard FSPOWER 50 member. @ Monash Group Financial Planners, Toowoomba
toowoomba, queensland, australia
Jack R Hobbs's Location
Toowoomba, Queensland, Australia, Australia
About Jack R Hobbs

‘People often say they are lucky; to me luck is where planning meets opportunity.’It was by chance that I was introduced to financial planning more than 40 years ago. A meeting with a school friend highlighted the importance of people being prepared for the speed bumps in life. He showed me a way to be productive and challenged, while enjoying life and helping people. It reinforced my own experiences at the young age of ten, when my Father passed away.What I do, is a complete change from where I thought I would be as an engineer, architect or farmer because of my interest and skills in those areas. From that day to this I have met and worked in the financial services industry with people from all walks of life; shared in their stories and shared my own. Financial advice is a relationship industry and I thrive in it because I like and enjoy people. It gives me satisfaction to know that I have provided my clients with a financial solution that minimises the speed bumps in life; helping to equip them to have a smoother journey. I view our client relationships as a long term commitment where we provide help during times of crisis as well as comprehensively servicing individual packages. We offer; Financial planning advice, Risk insurance, Superannuation advice, Life insurance and Estate planning.I believe that we have to accept that change is inevitable. We go through many different stages in our lives; personally and financially. Understanding how to work with change is the key to success.My background helps me understand and appreciate urban and rural life. I was a student at Churchie in east Brisbane and worked for six years at AMP Brisbane. I understand small business and like to take this knowledge to other urban and rural businesses.(All opinions expressed on LinkedIn are my own)

Jack R Hobbs's Current Company Details
Monash Group Financial Planners, Toowoomba

Monash Group Financial Planners, Toowoomba

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Principal Financial Adviser at Monash Group Financial Planners, Financial Standard FSPOWER 50 member.
toowoomba, queensland, australia
Employees:
4
Jack R Hobbs Work Experience Details
  • Monash Group Financial Planners, Toowoomba
    Senior Financial Adviser
    Monash Group Financial Planners, Toowoomba Feb 1991 - Present
    15 Isabel Street, Toowoomba Qld 4350
    My career in the financial advice industry has spanned 40 years. This has equipped me with comprehensive knowledge and experience that enables me to service client needs to a high industry and personal standard.On any given day I could be meeting a client in rural areas or travelling to Queen Street in Brisbane to sit down and discuss solutions with a business owner. My motivation aligns with the Monash Group goal to protect and enhance our client lifestyles through sound planning. I firmly believe that you get what you give. This means that when I sit down with someone to discuss their needs, I make sure to provide them with the same comprehensive, personalised service I would expect to receive. I want them to be able to walk away completely satisfied that they have received the best service and advice available for themselves and for future generations of their family.It gives me satisfaction to find solutions to cope with financial risks so people can feel secure that they, their family and their business are well positioned for their future.• Qualifications: - Authorised Representative to provide financial product advice on behalf of Gallagher Benefit Services Pty Ltd- Diploma of Financial Services (Financial Planning)- Advanced Diploma of Financial Services (Financial Planning)I am a member of the Association of Financial Advisers (AFA) and abide by their code of ethics.
  • Queensland Graingrowers Insurance Agency
    Manager
    Queensland Graingrowers Insurance Agency Nov 1979 - Feb 1991
    As Manager I looked after the insurance needs of grain growers throughout Queensland.I managed a staff of multiple administrative and sales staff.Qualifications: - Various short courses in business management skills through the (Institute of Management Brisbane)
  • Amp Life Insurance
    Salesman
    Amp Life Insurance 1974 - 1979
    Brisbane, Australia
    As a salesman I serviced the superannuation and insurance needs of individual and small business.Qualifications: Completed the structured AMP training program

Jack R Hobbs Skills

Financial Advisory Wealth Management Strategic Financial Planning Financial Services Superannuation Retirement Planning Financial Planning Insurance Income Protection Risk Management Investment Strategies Life Insurance Pensions Estate Planning Investments Wealth Financial Risk Small Business Finance Wealth Accumulation Retirement Social Media Portfolio Management Financial Planners Relationship Management Disability Insurance Asset Allocation Critical Illness Investment Advisory Asset Management Mortgage Lending Succession Planning Key Person Insurance Wealth Management Services Investment Management Mutual Funds Term Life Insurance High Net Worth Individuals Debt Management Personal Finance Data Analysis Savings Fixed Annuities Cattle Financial Product Advice Life Products Standard Margin Lending Facility Personalised Service Key Person Protection

Jack R Hobbs Education Details

  • Churchie, East Brisbane
    Churchie, East Brisbane
  • Proston State High School
    Proston State High School
    Junior Graduation
  • Durong South State School
    Durong South State School
    Primary School

Frequently Asked Questions about Jack R Hobbs

What company does Jack R Hobbs work for?

Jack R Hobbs works for Monash Group Financial Planners, Toowoomba

What is Jack R Hobbs's role at the current company?

Jack R Hobbs's current role is Principal Financial Adviser at Monash Group Financial Planners, Financial Standard FSPOWER 50 member..

What schools did Jack R Hobbs attend?

Jack R Hobbs attended Churchie, East Brisbane, Proston State High School, Durong South State School.

What are some of Jack R Hobbs's interests?

Jack R Hobbs has interest in Sport, Gardening, Any Well Played Sport, History, Sharing A Yarn, All Types, Hence The Name Of Monash Group, Animal Welfare, Woodworking, Fishing.

What skills is Jack R Hobbs known for?

Jack R Hobbs has skills like Financial Advisory, Wealth Management, Strategic Financial Planning, Financial Services, Superannuation, Retirement Planning, Financial Planning, Insurance, Income Protection, Risk Management, Investment Strategies, Life Insurance.

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