Meet the Team
Howard Jacob - Senior Financial Adviser
Howard is part of the Leedam Sheppard & Associates team who merged with Y Partners in 2020. He has over 40 years experience in the financial services industry, including the start-up and management of a successful financial planning practice for 19 years.
Howard is experienced in all areas of financial planning and takes a holistic approach to developing investment strategies. Over his career, he has developed a close working relationship with his clients with a special interest in the rural sector. Having a country background he is well-versed with rural client needs, concentrating on pre-retiree and retiree client base with strong support in Centrelink and Aged Care.
In his spare time he enjoy bowls, gardening and caravanning .
Diploma of Financial Planning
Certified Financial Planner
Areas of expertise
Estate planning • Transition to retirement • Superannuation