We are a team of professional financial advisers that specialise in optimising super and retirement outcomes. Backed by the Perpetual Group, we're dedicated to improving our clients' financial confidence and prosperity.  We adopt a warm and engaging but disciplined approach to meeting clients' financial needs and objectives. Jacaranda Financial Planning is passionate about sharing information, working together and making a difference. We do this by providing: Clarity, Quality and Confidence.

Jacaranda Financial Planning

Associate Financial Advisor

Associate

Junior Paraplanner

Graduate

Private Client Administrator Intern

Bar Staff

Warehouse Hand/Sales

Crew Member

Advisor Associate

Credit Analyst

Customer Service Specialist

Public Relations Intern

Bartender

Client Service Representative

SMSF Accountant

Accountant

Tax Consultant

Senior Tax Manager

Client Services Manager

Client Service and Relationship Manager

Client Services Coordinator

New Business Administrator

Financial Adviser

Associate Adviser

Associate Financial Adviser

Paraplanner

Institutional Equities

Dealer's Assistant

Mortgage Solution Specialist

Operations Assistant

Event Manager

Finance Intern

Market Research Interviewer

Senior Financial Adviser

Graduate Adviser

Junior Adviser

Principal and Senior Adviser

Principal

Foundation Member

Member

Client Service Officer

Outlook

Microsoft Office 365

CloudFlare Hosting

Google Tag Manager

Google Analytics

Apache

Radio Presenter (2GB/3AW - Nine Network) & Senior Adviser

Senior Adviser & Presenter

Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for more than 135 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services. Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States.

Senior Mortgage Operations Administrator â Perpetual Corporate Trust

Data Specialist - Regnan

Cloud Platform Engineer

Senior People and Culture Manager

Perpetual Limited

Senior Investment Risk Analyst

Investment Reporting Manager

Investment Solutions Specialist

Sessional Lecturer

Analyst

Research Academic

National Manager Strategy and Projects, Trustee Services

National Manager Trusts and Estates

State Lead - Customer Service Program, Nab Business

Head of Performance Insights

Head of Planning & Reporting

Head of Service

Service Development Manager

National Call Centre Manager

Chief Executive Asset Management, Australia,

Group Executive Perpetual Asset Management, Australia

General Manager Perpetual Investments

CEO, Lonsec Fiscal Holdings

Joint CEO, Lonsec Fiscal Holdings

CEO, Lonsec Research

Investment Commitee

Research Analyst

Test Manager

Senior Trust Manager

Senior Adviser

Private Wealth Manager - Investments

Perpetual One Account Manager

Subject Matter Expert

Senior Client Services Consultant

Pharmacy Assistant

Account Executive

Customer Support Executive

Teacher

Accounts Manager

Credit & Fixed Income Investments

Data Analyst

Business Improvement Analyst

Trust Manager

Senior Associate

Associate Business Analyst

Salesforce

Amazon SES

Microsoft Azure Hosting

Senior Adviser (Jacaranda)

We solve first world problems:Paying too much tax? Only taking one epic holiday a year? Bondi two bedroom apartment just not big enough? Or are you working in a job that isn't your passion just for the six-figure paycheck? You're not alone. We help people maximise every opportunity to get ahead with money faster, so you can live the life you REALLY want.The people we help are normally struggling with three main challenges:*Struggling with information overload, too many options and too much information*Can't find the right balance between getting ahead with money WHILE living an epic life*Wanting to take action but struggling with FOMO and FOFU (the fear of f*king up)We help make money success easy. Whether you're struggling with information overload, finding balance between money progress AND living an epic lifestyle, or if you're just time poor - we've got the tools and tactics to help. Pivot was born out of our frustration of seeing people with money that were confused, overwhelmed, and stressed about how best to make it work harder. We focus on no BS advice, guidance, and support to help you maximise all of the opportunities available to you to get ahead faster and easier. Ultimately we help every one of our clients create a life not limited by money, where they can do the things you want without money holding you back.Pivot was built with a strong conviction around the importance of education. With anything important, if you don't understand what you're doing or why, you're less likely to see it through and reap the rewards. This is why we place so much emphasis on helping people understand the universe that surrounds money through our blog posts, eBooks, money education events and one-on-one advice. Education is the key to true confidence and ultimately empowering you to create a life not limited by money.The best time to take action was always 10 years ago.The second best time is today.Reach out through out contact tab to learn more.

Pivot Wealth

Cloudflare DNS

Rackspace MailGun

Gmail

Google Apps

CloudFlare

Advisor

UniSuper is the super fund for Australia's thinkers, creators and investigators shaping a better tomorrow. We've grown to be one of Australia's largest super funds with more than 634,000 members and $130 billion in funds under management.

Financial Advice Complaints Consultant

Claims Assist Administrator

Data Modeller

Data Program Transformation Lead

UniSuper

JQuery 2.1.1

Microsoft Application Insights

Genesys

Genesys Cloud CX Platform

Google Font API

Private Client Adviser

We're Aware Super, as one of Australia's largest profit-for-members funds, we always remember whose money it is and whose future we're looking after. With super advice and super returns, Aware Super is super helpful.^ Visit aware.com.au/awards for awards information.Read the PDS & TMD on our website.

Joel Harty

Radio Presenter (2GB/3AW - Nine Network) & Senior Adviser at Jacaranda Financial Planning

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Erik Straub

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