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Miles Jacob

Miles Jacob

Associate Director

Miles is a dedicated professional with over a decade of experience. He is committed to helping clients achieve their financial objectives. He has built a reputation as a superannuation specialist especially self-managed funds. Miles possesses a deep understanding of the complexities surrounding high net-worth family advisory, enabling him to provide personalised solutions that align with clients' unique needs and aspirations.  He is both a Chartered Accountant and holds a Graduate Diploma in Financial Planning, so is uniquely equipped to help his clients.
 
Areas of expertise:
  • Superannuation Strategies
  • Self-Managed Superannuation Funds (administration and compliance)
  •  Wealth Management
  • Inter-Generational Wealth and Succession Planning

Services

  • Family Office
  • Superannuation
  • Wealth Management