Jake Hallam
Financial Adviser
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About
Jake Hallam is an ASIC-registered financial adviser based in Toowong, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Jake holds a Bachelor of Business (Finance) from Queensland University of Technology (2020) and a Graduate Diploma of Financial Planning from Kaplan Higher Education (2023). This strong educational foundation equips him with the knowledge and skills to provide expert guidance in various areas of financial planning. As an authorized financial adviser, Jake is qualified to provide advice on a range of financial products, including superannuation, insurance (Investment Life Insurance and Life Risk Insurance), and retirement planning. He also offers guidance on Retirement Savings Accounts and Government Debt Securities. Jake's commitment to understanding each client's unique circumstances allows him to develop personalized strategies that align with their individual needs and aspirations. Whether you're planning for retirement, seeking to protect your assets with insurance, or aiming to grow your wealth through strategic investments, Jake provides the expertise and support you need. • Superannuation Advice • Insurance Solutions • Retirement Planning • Investment Strategies • Risk Management Ready to take control of your financial future? Contact Jake Hallam today to schedule a consultation and discover how he can help you achieve your financial goals.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice can Jake Hallam provide?
Jake Hallam is authorized to provide advice on superannuation, insurance (including Investment Life Insurance and Life Risk Insurance), retirement planning, Retirement Savings Accounts, and Government Debt Securities. He can help you develop a comprehensive financial plan tailored to your specific needs.
What are Jake Hallam's qualifications?
Jake Hallam holds a Bachelor of Business (Finance) from Queensland University of Technology and a Graduate Diploma of Financial Planning from Kaplan Higher Education. These qualifications ensure he has the knowledge and expertise to provide sound financial advice.
What is the process for becoming a client of Jake Hallam?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Jake will then gather relevant information, analyze your needs, and develop a personalized financial plan. He will present the plan to you, address any questions, and work with you to implement the agreed-upon strategies.
What should I expect during my first meeting with Jake Hallam?
During your first meeting, you can expect a friendly and professional environment where you can openly discuss your financial goals and concerns. Jake will listen attentively, ask relevant questions, and provide an overview of how he can help you achieve your objectives. There is no obligation to proceed beyond the initial consultation.
How can superannuation advice from Jake Hallam benefit me?
Jake can help you optimize your superannuation strategy to ensure you're on track for a comfortable retirement. He can provide advice on contribution strategies, investment options within your super fund, and how to consolidate multiple super accounts to simplify your finances. He will ensure the superannuation advice aligns with your broader financial goals.
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