Specialisation
In their own words
I became an Authorised Representative in 2015 and have spent the last 4 years managing a portfolio of predominantly wholesale clients based in Sydney.
I completed the Advanced Diploma in Financial Planning in 2016 and the Certified Financial Planning program in 2019.
Outside of work, I enjoy spending time at the beach in Ocean Grove, where I live, watching the Western Bulldogs or sampling one of the many wineries across the Bellarine Peninsula or greater Geelong region
Qualifications and Memberships
- Bachelor of Accounting
- Advanced Diploma of Financial Planning
Service areas
GeelongSpecialisation
Talk to Jacob about your plans
A first conversation covers where you are now, what you want next, and whether advice will help. There is no cost for it.
Geelong
Team
Jacob O’Sullivan
Financial Advisor
Lindsay Martin
Senior Financial Advisor
