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Head Advisory & Partner

Jake has been in the financial planning industry for over 8 years. Jake grew up with a passion for financial planning, constantly guiding his friends to make smart financial decisions well before working in the industry. Graduating from Griffith University with Bachelor's in commerce and in International Business, he has since gone on to complete a diploma and then advanced diploma in financial planning. Jake is also an accredited mortgage broker with MFAA and enjoys tying debt advice into his client offering. In his downtime Jake enjoys travelling and camping trips with his family and friends. Find out more about Jake through his LinkedIn profile.

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Andy has been in the accounting industry for over 10 years. He is a valued member of CPA Australia and a certified Xero advisor. He is passionate about technology and how it can help businesses grow. Andy is a sport fanatic playing AFL locally on the Gold Coast. He enjoys downtime with his family and friends and doesn't mind a bit of travel. Find out more about Andy though his LinkedIn profile. 

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Throughout Jason’s 10+ years in the accounting and advisory industry he has worked on a vast range of clients covering many different industries and services. With experience in outsourced CFO and CEO roles Jason has a passion for assisting entrepreneurs including start up ventures and small/medium sized businesses be a success. Jason has called the Gold Coast home for over 10 years and when not working enjoys to play and watch AFL and having some down time with friends and family. Find out more about Jason through his LinkedIn profile. 

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Sharon has been in the Financial Planning industry for over 10 years.  She has a passion for helping people achieve their immediate and future financial goals in a timely and stress free manner.  Sharon enjoys being creative and spending her free time catching up with friends and family. Find out more about Sharon through her LinkedIn profile. 


Level 3, 130 Bundall Rd



PO Box 9285

Gold Coast MC, QLD 9726

We are authorised representatives (financial advisers) of Charter Financial Planning Ltd (Charter), the Australian Financial Service Licensee, Charter has over 340 financial planning practices across Australia, making it one of the largest financial planning networks.

Charter is a leading financial planning organisation in Australia and has been operating since 1996. Charter Financial Planning provides both personal and general advice and can offer a range of financial services that are listed within the Financial Services Guide (FSG).

As a principal member of the Financial Planning Association (FPA), Charter, and their financial advisers, have adopted the FPA’s Code of Ethics and rules of professional conduct.

Charter is backed by AMP, one of Australia’s oldest and most-trusted financial services companies. Charter’s advisers provide advice to support your needs and are not restricted to offering AMP products. AMP strongly supports choice for people, in turn, allowing Charter’s financial advisers to provide a unique service, with your best interests at heart.

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