Jakeb Shine
Financial Adviser
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About
Jakeb Shine is an ASIC-registered financial adviser based in West Perth, dedicated to helping clients achieve their financial goals with tailored and strategic advice. Jakeb holds a Bachelor of Commerce (Finance and Management) from Curtin University (2020), completed the Financial Adviser Exam (FASEA) in 2023, and holds a Graduate Diploma in Financial Planning from Kaplan Professional (2023). This strong educational foundation allows him to provide comprehensive advice across a range of financial products. Jakeb is authorized to provide advice on superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. With a client-centric approach, Jakeb focuses on building long-term relationships based on trust and delivering personalized solutions. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Jakeb today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Jakeb Shine offer?
Jakeb Shine provides advice on a range of financial products including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Jakeb Shine have?
Jakeb holds a Bachelor of Commerce (Finance and Management) from Curtin University, completed the Financial Adviser Exam (FASEA), and holds a Graduate Diploma in Financial Planning from Kaplan Professional.
How can Jakeb Shine help me with my retirement planning?
Jakeb can help you develop a comprehensive retirement plan tailored to your specific needs and goals. This includes assessing your current financial situation, projecting future income needs, and recommending suitable investment strategies to help you achieve a comfortable retirement.
What is Jakeb's approach to financial advice?
Jakeb takes a client-centric approach, focusing on building long-term relationships based on trust and delivering personalized solutions to help you achieve your financial aspirations.
How do I get started with Jakeb Shine?
Simply contact Jakeb to schedule a consultation. During the initial meeting, you can discuss your financial goals and needs, and Jakeb will outline how he can help you achieve them.
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