Senior Financial Planner
Jerry has a Bachelor of Science from Edith Cowan University, a Graduate Diploma of Financial Planning and a Diploma of Management.
Jerry works mostly with pre and post retirement clients, helping them navigate the changes and difficulties they may face and providing them with peace of mind. He is passionate about getting to know his clients to understand what they looking for and what strategies are needed to help, whether that be wealth creation and management or protection strategies.
Jerry started working in Financial Planning in 2013 and he has worked with a vast range of clients. Prior to that he worked with listed and unlisted companies.
Jerry loves to spend time with his family, especially taking his two young children on holidays to experience new things.