Jack provides specialist financial advice to affluent US, British and international individuals and families.
He has advised on a variety of cross-border financial planning solutions, including US and UK life insurance, Private Placement Life Insurance (PPLI) and offshore bonds, US and UK retirement and investment planning, annuities and international health insurance.
Jack joined Vie International during 2019 and is a qualified, independent financial advisor holding the Diploma in Regulated Financial Planning, DipPFS from the Chartered Insurance Institute.
He is a qualified lawyer admitted to the Supreme Court of NSW, Australia, holding the Graduate Diploma of Legal Practice, GDLP.
Jack has passed the Securities Industry Essentials, SIE, Series 66 and Series 7 exams with FINRA in the USA. He is a General Securities Representative with M Holdings Securities, Inc regulated by FINRA and an Investment Advisor Representative (IAR) regulated by the SEC.
Prior to joining Vie, Jack worked as a Senior Associate within the Banking and Financial Services division of Macquarie Group and also as a Barrister’s 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.
Outside of work, Jack enjoys sports, playing the guitar, travel and reading. He also visits family in Sydney, Australia and spends time enjoying London.
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 here.
Securities and investment advisory services offered through M Holdings Securities Inc, a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC in the US. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck here and the SEC here.
Vie International is licensed in California as Vie International Insurance Solutions CA Insurance License #0L82882.
Vie International is independently owned and operated.
