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Jacob McCudden

Back to Back Financial Planners

Gold
8 Yrs Experience
Turner, ACT 2612

Jacob is an experienced CERTIFIED FINANCIAL PLANNER® professional dedicated to helping individuals and families achieve their financial goals with confidence and peace of mind. Known for his holistic and client-focused approach, Jacob takes the time to understand each client's unique needs, values, and aspirations.

With extensive technical expertise, Jacob specialises in superannuation and retirement planning, investment management, tax-efficient strategies, and estate planning. Whether you're building wealth, preparing for retirement, or leaving a legacy, Jacob provides tailored solutions designed to grow and protect your financial future.

Jacob is also an Accredited Aged Care Professional™ helping individuals and their families navigate the complexities of aged care by providing expert guidance and support to empower informed and confident decisions while protecting their financial security.

Jacob meets with clients at Back to Back’s Canberra office (located on Level 3 of 97 Northbourne Ave) or via video call (Zoom/MS Teams).

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2017
  • Years of experience 8
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Back to Back Financial Planners

97 Northbourne Ave
Turner, ACT 2612
36 Zouch Street
Young, NSW 2594

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706