Jack joined Vie International during 2019 and is a qualified, independent Financial Advisor holding the Diploma in Regulated Financial Planning, DipPFS. As a Private Client Advisor, he provides specialist financial advice to affluent US, British and International individuals, families and organisations.
Jack has executed a variety of cross-border planning solutions, including US and UK Life Insurance, US and UK Investment Accounts, Income Protection and Critical Illness Insurance, Annuities, International Health Insurance and Cross Border Retirement and Estate Planning.
Jack is an advocate of financial advice as means of helping clients to protect their immediate financial well-being and amplify their future wealth.
Prior to joining Vie, Jack worked as a Senior Associate within the Banking and Financial Services division of Macquarie Group and also as a Barristers Paralegal at Windeyer Chambers in Sydney.
Jack graduated with a Juris Doctor from the University of Sydney Law School. He also holds a Bachelor of Commerce majoring in Finance and International Business from the University of Sydney Business School.
Vie International Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. Check the background of this company and/or person on the UK’s Financial Services Register.
Licensed in California as Vie International Insurance Solutions CA Insurance License #0L82882