Meet Jacob Briers.

Paraplanner

Jacob joined the financial services industry with a burning desire to learn and has quickly developed exceptional foundational knowledge as a paraplanner. In just over six months, his commitment to professional growth and mastery of core concepts has positioned him as a valuable contributor to the team. He is currently in the midst of his Graduate Diploma of Financial Planning.

• In Progress – Graduate Diploma of Financial Planning
• 2025 – Bachelor of Business with Distinction (Leadership & Management) – University of Newcastle
• 2025 – RG146 Accreditations (2025):
  • Foundations of Financial Planning
  • Investments
  • Superannuation & Retirement Planning
  • Insurance and Risk Management

Outside of work…

Jacob is a passionate soccer enthusiast who trains during the week and plays on weekends. He’s also a dedicated Manchester United supporter, occasionally staying up until 2am to watch Premier League matches.

Why financial advice matters…

“Jacob is committed to helping build and maintain comprehensive financial strategies that create long-term security and achieve our clients personal goals. His foundational knowledge across investments, superannuation, and risk management positions him to supporting our financial advisers in making informed decisions for our clients future.”