Jack Richards - Financial Advisor

 

Jack joined Y Partners in 2023, he was part of the team headed by Troy Gallasch that merged with Y Partners - Jack began working with Troy in 2020. 

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Jack has spent over 10 years in the financial services industry after commencing his career as a paraplanner whilst studying at university. His role as a financial adviser is truly rewarding as he takes pride in helping clients achieve their idea of financial freedom.

 

Jack enjoys meeting new people and striving to help them achieve their financial goals across areas such as wealth accumulation, wealth protection and retirement planning. His spare time is usually spent with family or friends and he has keen interest in many sports including football, cricket, soccer and motor racing.

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Qualifications

Bachelor of Finance

Master of Financial Planning

Bachelor of Economics

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Areas of expertise

Investment advice • Superannuation and retirement planning • Personal insurance