Jake joined Evans and Partners in 2021 from within the E&P Financial Group and has worked in the wealth advice industry for more than six years.

Jake specialises in the construction and management of personalised investment portfolios for a wide range of clients, including high-net-worth individuals, family groups and younger professionals accumulating wealth quickly. He values building relationships and trust with clients over time and endeavours to make them feel comfortable with their investments and financial position.

Leveraging the capabilities of the E&P Financial Group, Jake utilises carefully-selected and well-researched investment vehicles including direct equities, managed funds, exchange traded funds and separately managed accounts to achieve effective results for his clients.

He holds a Bachelor of Commerce majoring in Finance and a Bachelor of Economics majoring in International Trade and Finance from the University of Queensland. He has also completed a Graduate Diploma of Financial Planning from Kaplan.

Outside of work, you’ll find Jake keeping active on the football field, in the gym or running along the Brisbane River.

Expertise
  • Advisers
  • Pre-Liquidity Event Advice
  • High-Net-Worth Investing
  • Personal Investment Advice