Jacob joined SWA Financial Planning in April 2021. Jacob has completed a Bachelor of Commerce majoring in Financial Planning from the University of Wollongong. Working as an Adviser Associate alongside the adviser team, Jacob is involved in assisting with preparing financial advice, reconciliation of client portfolios, implementing advice, and liaising with clients, Centrelink and fund managers. Jacob also assists with term deposit enquiries and management of the weekly tracking, advice production and reinvestment of maturing term deposits.