Dealer, Private Clients
B Com, CPA, Dip Financial Planning
Jake specialises in providing share market advice and trade execution to high net worth wholesale clients and retail clients. He can also assist in the sale of international shares.
Jake can advise in most facets of portfolio investing, share trading, and takes an active role in new issues and placement opportunities for clients domestically as well as internationally.
Prior to joining Argonaut, Jake worked for Francis A. Jones & Associates in tax and advisory, providing financial advice for Self Managed Super Funds.
Contact: +61 8 9224 6855
