Jake Daly
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Jake Daly is an ASIC-registered financial adviser based in Glen Waverley, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. Jake holds a Graduate Diploma of Financial Planning from Kaplan (2024), equipping him with the knowledge and skills to provide comprehensive financial advice tailored to your unique circumstances. As an authorised representative, Jake specialises in providing advice on superannuation, insurance (including Investment Life Insurance and Life Risk Insurance). He is committed to staying up-to-date with the latest industry developments to ensure his clients receive the most relevant and effective strategies. Key services offered include: • Superannuation advice to help you optimise your retirement savings. • Insurance solutions to protect you and your loved ones from unforeseen events. • Investment strategies for building long-term wealth. Whether you're planning for retirement, seeking to protect your assets, or simply looking for guidance on managing your finances, Jake is here to help. Contact him today to schedule a consultation and take the first step towards a secure financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Jake Daly provide?
Jake Daly is authorised to provide advice on superannuation and various types of insurance, including Investment Life Insurance and Life Risk Insurance. He can help you navigate these complex areas to make informed decisions.
What qualifications does Jake Daly have?
Jake Daly holds a Graduate Diploma of Financial Planning from Kaplan, completed in 2024. This qualification ensures he has a strong foundation in financial planning principles and practices.
What is the process of working with Jake Daly?
The process typically begins with an initial consultation to understand your financial goals and current situation. Jake will then develop a personalised financial plan tailored to your needs. Regular reviews will be conducted to ensure your plan remains aligned with your evolving circumstances.
What can I expect from a financial planning session with Jake Daly?
You can expect a collaborative and informative session where Jake will listen to your concerns, answer your questions, and provide clear and actionable advice. He aims to empower you to make confident financial decisions.
Why should I choose Jake Daly as my financial advisor?
Jake is committed to providing personalised and ethical financial advice. His recent Graduate Diploma of Financial Planning, combined with his dedication to ongoing professional development, ensures he is well-equipped to help you achieve your financial goals.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.