Luke Jacobson

Luke Jacobson Email and Phone Number

Director at The Finance Family @ The Finance Family
Luke Jacobson's Location
Greater Melbourne Area, Australia
Luke Jacobson's Contact Details

Luke Jacobson work email

Luke Jacobson personal email

n/a

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About Luke Jacobson

If you can’t explain it simply, you don’t understand it well enough. With 9 years of actual banking, lending and management experience, complimented by an accounting degree, Luke is well equipped to provide his clients with the red carpet experience.A passion for all things finance related with a keen focus on clients making their money work for them. Even the simplest of tasks such as budgeting can be thought of in 2 ways. Save what is left after spending or set yourself a savings goal and spend what is left after saving. Both are fundamentally the same, however 1 method can have a much greater long term impact.Luke’s vision is to role model the way the mortgage transaction should be handled. With enough experience to handle even the most difficult scenario and enough vigour to have peace of mind that you will be getting premium service for a long time.

Luke Jacobson's Current Company Details
The Finance Family

The Finance Family

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Director at The Finance Family
Luke Jacobson Work Experience Details
  • The Finance Family
    Director
    The Finance Family Oct 2017 - Present
    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.
  • Jk Finance
    Co-Owner | Private Finance Broker
    Jk Finance Jul 2016 - Present
    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.
  • National Australia Bank
    Mobile Banker
    National Australia Bank Dec 2014 - Jul 2016
    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
  • National Australia Bank
    Inbound Home Loan Sales Specialist
    National Australia Bank Nov 2011 - Dec 2014
    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
  • National Australia Bank
    Financial Planning Referral Specialist
    National Australia Bank Feb 2011 - Nov 2011
    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.
  • Kfc
    Shift Superviser
    Kfc Feb 2008 - Feb 2011
    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.

Luke Jacobson Skills

Banking Mortgage Lending Relationship Management Team Leadership Leadership Investments Customer Engagement

Luke Jacobson Education Details

Frequently Asked Questions about Luke Jacobson

What company does Luke Jacobson work for?

Luke Jacobson works for The Finance Family

What is Luke Jacobson's role at the current company?

Luke Jacobson's current role is Director at The Finance Family.

What is Luke Jacobson's email address?

Luke Jacobson's email address is lu****@****.com.au

What is Luke Jacobson's direct phone number?

Luke Jacobson's direct phone number is +614213*****

What schools did Luke Jacobson attend?

Luke Jacobson attended Victoria University, Nazareth College.

What skills is Luke Jacobson known for?

Luke Jacobson has skills like Banking, Mortgage Lending, Relationship Management, Team Leadership, Leadership, Investments, Customer Engagement.

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