Jake Taylor Email and Phone Number
Jake Taylor work email
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Jake Taylor personal email
Here’s who I am…I’m the Director of Sterling Grange Financial Planning and a skilled financial services specialist, with a successful track record of over 11 years in the industry. I enjoy building and maintain client relationships and being part of their ongoing financial success. Here’s what I do…My advice to clients is extensive and well researched. I have a deep knowledge of financial products and I am up to date with constantly changing legislation. I can analyse a broad spectrum of insurance and investment products, without bias, to provide true value to my clients that is cost effective and ensures financial stability. Here’s why I’m different…One of my greatest strengths is my processes-driven approach. I am constantly creating efficiencies, building and improving procedures, and boosting productivity. I have strong inter-personal skills and a friendly approach. This allows me to communicate effectively with clients and colleagues, explain complex technical information, build rapport, and establish myself as a trusted financial adviser. My Qualifications…• Master in Financial Planning• Bachelor of Commerce (Finance & Financial Planning)• Family SMSF Adviser RG146 Certificate• CIPM® (Certificate in Investment Performance Measurement) - In Progress.Here’s how I can help…• Wealth Accumulation• Wealth Protection• Superannuation• Retirement Planning• Debt Management• Estate Planning• Margin Lending• Projection & Modelling of Financial Scenarios.
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DirectorSterling Grange Financial Planning Aug 2021 - PresentToorak, Victoria, AustraliaAt Sterling Grange Financial Planning we understand that you are trusting us with your financial future, and we feel honoured to be part of your journey. We believe in personalised planning, where you can set and discover your own unique goals for each stage of your life and with professional advice can help make your financial goals a reality. -
Authorised RepresentativeSpark Financial Group Jun 2019 - PresentBrighton, Victoria, AustraliaI am authorised through Spark Financial Group to provide personal financial services and advice. Spark provides solutions that are technologically driven, innovative and custom built for new age financial advisers. Their goal is to positively impact the lives of every day Australians by providing good advice through their Adviser group. -
DirectorJmt Wealth Management Jun 2019 - Aug 2021Toorak, AustraliaAs director of JMT Wealth Management, I am responsible for coordinating the synergies of wealth and risk management to portfolio construction and ongoing financial behavioural coaching so we can understand and help all of our clients. Using my expertise and deep understanding of the industry, my focus is on delivering real solutions that result in true financial security.
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Bni President (Bni Corporate Decision Makers)Bni Global Apr 2020 - Apr 2021Melbourne, Victoria, AustraliaBNI is the most successful networking organisation of its type in the world. There are currently almost 10,000 Chapters and more than 270,000 Members in 74 countries globally. Being the President of our chapter, BNI Corporate Decision Makers, I am responsible for running the weekly chapter meetings and coordinating the Leadership Team to facilitate an effective networking experience for members and visitors. Our chapter provides all members with a strong network of business owners who know how to give meaningful referrals and how to leverage them.http://bnimc.com.au/vic---melbourne-central-bni-corporate-decision-makers/en-AU/index -
Senior Financial AdviserThink Big Financial Group Apr 2018 - Jun 2019Port MelbourneThink Big Financial Group brings an energy and vitality into financial services. People engage us because they want to get ahead of the game, receive cutting edge advice, and optimise their financial situation to achieve their life goals. We aim to bring innovation, clear thinking, inspiration, and motivation to our clients.At Think Big Financial Group we believe that reaching your financial and life goals should be inspiring and fun. We see ourselves as being your financial guardians and friend – establishing and maintaining a long-term relationship with our clients is really important to us.https://www.thinkbigfg.com.au/ -
Financial AdviserRsm Australia Feb 2017 - Apr 2018Melbourne, Australia -
Senior ParaplannerRsm Financial Services Australia Pty Ltd Aug 2014 - Feb 2017Melbourne -
ParaplannerDoquile Perrett Meade Apr 2012 - Jul 2014
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Graduate Wealth Management AdviserDonnelly Wealth Management Jan 2011 - Mar 2012
Jake Taylor Skills
Jake Taylor Education Details
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Masters In Financial Planning -
Graduate Diploma In Financial Planning -
Finance & Financial Planning -
National Workplace TrainingCertificate Iii Frontline Management
Frequently Asked Questions about Jake Taylor
What company does Jake Taylor work for?
Jake Taylor works for Sterling Grange Financial Planning
What is Jake Taylor's role at the current company?
Jake Taylor's current role is Director at Sterling Grange Financial Planning.
What is Jake Taylor's email address?
Jake Taylor's email address is ja****@****.com.au
What schools did Jake Taylor attend?
Jake Taylor attended Kaplan Professional, Kaplan Professional, Deakin University, National Workplace Training.
What skills is Jake Taylor known for?
Jake Taylor has skills like Strategic Financial Planning, Superannuation, Retirement Planning, Investments, Wealth, Investment Strategies, Investment Advisory, Pensions, Wealth Management, Financial Services, Investment Management, Xplan.
Not the Jake Taylor you were looking for?
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2morgans.com.au, bne.mcgees.com.au
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1 +614376XXXXX
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Jake Taylor
Melbourne, Vic2socialgarden.com.au, urban.com.au
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