Jake Taylor

Jake Taylor Email and Phone Number

Director at Sterling Grange Financial Planning @ Sterling Grange Financial Planning
Jake Taylor's Location
Toorak, Victoria, Australia, Australia
Jake Taylor's Contact Details

Jake Taylor personal email

n/a
About Jake Taylor

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.

Jake Taylor's Current Company Details
Sterling Grange Financial Planning

Sterling Grange Financial Planning

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Director at Sterling Grange Financial Planning
Jake Taylor Work Experience Details
  • Sterling Grange Financial Planning
    Director
    Sterling Grange Financial Planning Aug 2021 - Present
    Toorak, Victoria, Australia
    At 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.
  • Spark Financial Group
    Authorised Representative
    Spark Financial Group Jun 2019 - Present
    Brighton, Victoria, Australia
    I 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.
  • Jmt Wealth Management
    Director
    Jmt Wealth Management Jun 2019 - Aug 2021
    Toorak, Australia
    As 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.
  • Bni Global
    Bni President (Bni Corporate Decision Makers)
    Bni Global Apr 2020 - Apr 2021
    Melbourne, Victoria, Australia
    BNI 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
  • Think Big Financial Group
    Senior Financial Adviser
    Think Big Financial Group Apr 2018 - Jun 2019
    Port Melbourne
    Think 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/
  • Rsm Australia
    Financial Adviser
    Rsm Australia Feb 2017 - Apr 2018
    Melbourne, Australia
  • Rsm Financial Services Australia Pty Ltd
    Senior Paraplanner
    Rsm Financial Services Australia Pty Ltd Aug 2014 - Feb 2017
    Melbourne
  • Doquile Perrett Meade
    Paraplanner
    Doquile Perrett Meade Apr 2012 - Jul 2014
  • Donnelly Wealth Management
    Graduate Wealth Management Adviser
    Donnelly Wealth Management Jan 2011 - Mar 2012

Jake Taylor Skills

Strategic Financial Planning Superannuation Retirement Planning Investments Wealth Investment Strategies Investment Advisory Pensions Wealth Management Financial Services Investment Management Xplan Statement Of Advice Writing Xplan Datafeed Management Xplan Ips Management Team Management Xplan Site Administration Financial Planning Strategies Portfolio Management Financial Planning Financial Advisory Finance Estate Planning Insurance Wealth Accumulation Financial Analysis Risk Management

Jake Taylor Education Details

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.

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