Luke Jacobson Email & Phone Number

Narre Warren, Victoria, Australia

What started out as a dream is now reality.Starting out as a concept, is now a business with 4 brokers, 2 support staff and a marketing guru extraordinaire!Watch this space.

Melbourne, Australia

After working 5 years at the bank, I decided it was best for my clients and myself to work independently. With aspirations to have a family in the future, it is important for me to strike that work-life balance. This business is in partnership with my good friend Tony van de Kerkhof whom I have the highest respect for and know that we will make it a successful business.

Melbourne, Australia

By far my favourite job thus far. My days go so quick from the variety of day to day operation between appointments, team meetings and client follow up. A portion of my working week involves remaining in contact with key referral partners to ensure they are kept up to date with where each referral is up to. This job also offers great flexibility, in particular working hours and I get to work with a highly motivated and supporting team. It gives me the feeling of running my own business and that… Show more By far my favourite job thus far. My days go so quick from the variety of day to day operation between appointments, team meetings and client follow up. A portion of my working week involves remaining in contact with key referral partners to ensure they are kept up to date with where each referral is up to. This job also offers great flexibility, in particular working hours and I get to work with a highly motivated and supporting team. It gives me the feeling of running my own business and that I am directly responsible for the amount of success that I achieve. Show less

Melbourne, Australia

Inbound home loans was a big eye opener for me to the banking realm. I learned a great deal about credit risk, sales and customer relationship management. Whilst working in this position, I was given many secondment opportunities in team leadership, facilitation and business improvement which really allowed me to identify what I enjoy most and what I am best at within the bank. I was also lucky enough to be provided with 6 weeks of annual leave to go to South America (Argentina, Bolivia, Peru… Show more Inbound home loans was a big eye opener for me to the banking realm. I learned a great deal about credit risk, sales and customer relationship management. Whilst working in this position, I was given many secondment opportunities in team leadership, facilitation and business improvement which really allowed me to identify what I enjoy most and what I am best at within the bank. I was also lucky enough to be provided with 6 weeks of annual leave to go to South America (Argentina, Bolivia, Peru and Brazil) which was naturally funded by my wage from this position to which I am very grateful. Show less

Melbourne, Australia

This was my first job post university and was a challenging job to say the least. The job involved cold calling existing NAB clients with the objective to create a referral to a NAB financial planner. At this point in time, my objective was to become a financial planner, however I soon realised that this was not the correct path for me. I gained valuable insight into risk protection and how many Australians have either little to no protection for there lifestyle.

Melbourne, Australia

This was a great job to have whilst at University. I was able to work roughly 2 to 3 shifts per week and allowed me to gain some very valuable skills. I worked at about 9 or 10 different stores in my time working as a superviser which was quite valuable towards my communication and leadership skills. It also instilled some resilience in me. I started at KFC when I was 15 and got promoted to management when I was 18. I worked at KFC for a total of 6 years.

Bachelor Of Business, Accounting/Banking And Finance, Distinction

High School Certificate