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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
  • Asset protection  
  • Tax strategies  
  • Self-managed superannuation funds (administration and compliance)
  • Estate planning
  • Inter-generational wealth and succession planning
Moore Australia Financial Services (WA)
Miles is a Provisional Financial Adviser completing his professional year under the supervision of James Tran. He provides advisory services for areas including:
  • Wealth management
  • wealth accumulation  
  • Superannuation including establishment of self-managed superannuation funds
  • Retirement and redundancy planning
  • Government benefits
  • Life and income protection insurance
Moore Australia Financial Services (WA) and Miles Jacob operate as Authorised Representatives of MI Private Wealth Pty Ltd (AFSL 519620).  Miles is a Provisional Financial Adviser completing his professional year.

Services

  • Family Office
  • Superannuation
  • Wealth Management