Corin Jacka

Priority1 Wealth Management Group (Australia) Pty Ltd

Platinum
24 Yrs Experience
Ringwood North, VIC 3134

Following careers in sports marketing and banking and finance, Corin commenced in the financial planning industry in 1997. For more than 25 years Corin has been providing financial coaching, mentoring and advice and has been a Director and General Manager of one of Australia's largest boutique financial planning firms. He also adjudicates on the AFCA, Investments, Life Insurance and Superannuation Panel as an Industry Representative. Corin's qualifications have included being a Fellow of FINSIA, a member of PIFA and has been a Certified Financial Planner for many years. Corin holds the clients' values and goals in high regard and strives to achieve an enduring long lasting relationship. The objective of Corin Jacka is to work with a finite number of clients and to provide a financial service to help those clients enhance their quality of life by helping them get their financial house in perfect order and keep it that way....forever. His job is to orchestrate the written plan where he holds everyone involved, including the client, accountable, to ensure the greatest probability the plan unfolds well. Corin has been presenting free seminars for over 20 years to highlight the importance of making smart choices about money. The seminars offered by Corin Jacka do not involve any product. If you have a workplace, community group or even just a group of family and friends who would benefit from learning more about what choices they can make about their money please contact Corin to discuss.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.83
  • Number of reviews 21
  • First year providing advice 2000
  • Years of experience 24
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Priority1 Wealth Management Group (Australia) Pty Ltd

Shop 1, 204-206 Warrandyte Road
Ringwood North, VIC 3134

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Priority1 Wealth Management Group (Australia) Pty Ltd

AFSL 324472