Nick Jacob in Sydney works at Fifteen Hundred Financial Strategists (Associate) and was educated at UNSW.
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Fifteen Hundred Financial Strategists
Sep 2019 - Present1 year 4 months
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Present
Associate
Thornton + Lee
Nov 2018 - Sep 2019 11 months , - Developing proposal and strategy documents in preparation for client meetings and reviews. - Producing modelling ...
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Associate
Thornton + Lee
Mar 2018 - Nov 2018 9 months , - Implementing SOAs and ROAs, focusing on insurance, superannuation, investments, property and cash flow.- Drafting ...
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Financial Planning Assistant
UNSW
2019
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2020
Masters of Financial Planning. Distinction
Kaplan Professional
2018
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2019
Diploma of Finance and Mortgage Broking Management. Competent
SIMILAR NAMES
AT FIFTEEN HUNDRED FINANCIAL STRATEGISTS