Jake Bailey

Jake graduated from the University of Wollongong with a Bachelor of Commerce, majoring in Finance and Financial Planning. With a strong technical foundation in areas such as investment strategy, superannuation, wealth creation, risk management, and aged care, Jake is passionate about helping individuals and families take control of their financial future.

He has a particular specialisation in aged care advice, offering clients clarity and confidence when navigating complex financial and lifestyle decisions for themselves or their loved ones.

Jake is dedicated to delivering personalised advice that aligns with each client’s unique goals, values, and life stage. His approach is built on trust, transparency, and genuine care. He takes the time to understand what matters most to his clients and works collaboratively to develop clear, practical strategies that support both short-term needs and long-term aspirations.

Outside of the office, Jake enjoys spending quality time with friends and family, staying active through various sports, and exploring new destinations through travel. His approachable nature and commitment to client success make him a valued member of the team.