Specialisation
In their own words
As a dedicated Financial Adviser based in Beenleigh, I specialise in helping everyday Australians navigate their financial journey with confidence. Whether you’re a young accumulator just starting out, a growing family seeking protection, or a retiree looking to preserve wealth, I offer personalised advice across superannuation, insurance, and investment strategies. My approach is grounded in clarity, empathy, and long-term planning—ensuring each client feels informed and empowered. With a strong focus on building lasting relationships, I tailor solutions that align with your goals, lifestyle, and future aspirations. From simplifying complex financial products to guiding you through key life transitions, I’m here to support your financial wellbeing every step of the way.
Qualifications and Memberships
- Bachelor of Commerce (Accounting & Financial Planning)
- Bachelor of Psychological Sciences
Specialisation
Talk to Jake 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.
Beenleigh and Brisbane
Team
Daniel Yshac
Mortgage and Finance Advisor
Jake Battelley
Financial Advisor
Kimberly McGrath
Executive Advisor
Marsel Popov
Senior Financial Advisor
