Private client and wealth advisory services supporting high net-worth families with superannuation, succession planning and long-term financial outcomes.

I advise high net worth individuals and families across Perth on wealth management, superannuation and private client advisory matters. My focus is on helping clients structure and manage their financial affairs effectively, ensuring their strategies are aligned with both their current needs and long-term goals.

I have over a decade of experience in private client services and have built a strong reputation as a specialist in superannuation, particularly self-managed superannuation funds. As both a Chartered Accountant and qualified financial advisor, I bring an integrated perspective that combines technical accounting expertise with practical financial advice.

My work includes investment advice, superannuation strategy, SMSF compliance oversight, wealth management and intergenerational succession planning. I also support family offices in structuring and managing complex financial arrangements tailored to each client’s individual circumstances.

Clients value my personalised approach and ability to simplify complex financial matters. I focus on delivering tailored, practical solutions that support financial security, wealth preservation and successful generational transitions.

Areas of expertise:

• Investment Advice
• Superannuation strategies
• Self-managed superannuation funds (SMSFs)
• Wealth management
• Intergenerational wealth and succession planning

Qualifications and professional memberships

• Graduate Diploma (Financial Planning and Services)
• Graduate Diploma (Chartered Accountants)
• Bachelor of Commerce (Financial Accounting and Corporate Finance)

Moore Australia Financial Services (WA) and Miles Jacob operate as Authorised Representatives of Partners Wealth Group Financial Advice Pty Ltd. (AFSL 558563).