Lifestyle Financial Services Pty Ltd (ABN 85 065 161 391) is a Corporate Authorised Representative of Fortnum Private Wealth Limited, ABN 54 139 889 535, AFSL 357306 (“Fortnum”).
Jacky has been working in the financial services industry for over 10 years. As a committed, experienced and trusted financial adviser, Jacky provides his clients with holistic wealth management advice; including strategic taxation advice, cashflow and budgeting, superannuation, retirement planning, and structuring of investments.
Jacky came to Lifestyle Financial Services in 2016 led by his love of working closely with clients. Jacky is driven by the desire to help people achieve their best financial outcomes so that their financial independence can be assured and preserved.
Outside of work Jacky spends a lot of time playing basketball and watching the NBA. Jacky is a Bandwagon Hopper as the red-hot, three-point-shooting, Golden State Warriors are his favorite team.
Jacky is a local in the Lower North Shore and enjoys most of his weekends with family and friends.
- Certified Financial Planner ®
- Master of Finance
- Bachelor of Commerce (Accounting and Finance)
- Advanced Diploma of Financial Planning
- FAAA member
- Tax Practitioner Board Registered – Adviser Number 25509253