Nick Jacob

Sydney

Nick Jacob in Sydney works at Fifteen Hundred Financial Strategists (Associate) and was educated at UNSW.

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Jobs

Fifteen Hundred Financial Strategists Sep 2019 - Present1 year 4 months - Present
Associate

Thornton + Lee Nov 2018 - Sep 2019 11 months , - Developing proposal and strategy documents in preparation for client meetings and reviews. - Producing modelling ... -
Associate

Thornton + Lee Mar 2018 - Nov 2018 9 months , - Implementing SOAs and ROAs, focusing on insurance, superannuation, investments, property and cash flow.- Drafting ... -
Financial Planning Assistant

Education

UNSW   2019 - 2020
Masters of Financial Planning. Distinction

Kaplan Professional   2018 - 2019
Diploma of Finance and Mortgage Broking Management. Competent

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Colleagues

AT FIFTEEN HUNDRED FINANCIAL STRATEGISTS