JB
Director / Tax Accountant / Bookkeeper / Paraplanner
JB holds a Masters’s Business degree, has completed the Advanced Diploma of Financial Planning and SMSF Accredited.
With a decade of experience in financial and investment markets, and has worked in wealth management in both a boutique financial planning firm and a large investment bank.
JB has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.