Jimmy Shubhankar - Adviser Associate

 

Jimmy joined Y Partners in 2026 as an Adviser Associate. After completing his MBA in 2014, he spent several years in the banking sector as a relationship manager across wealth management and institutional banking. He later earned a Master of Finance (Financial Planning) from the University of South Australia, further strengthening his technical foundations.

 

Since then, Jimmy has developed broad experience in financial planning, including advice implementation, cash‑flow modelling, net‑worth projections, and supporting the establishment of SMSFs and bare trusts. Working closely with advisers, he helps design tax‑effective wealth‑creation strategies that support clients in achieving their financial goals.

 

He has a particular interest in superannuation strategies, insurance advice, and the use of managed portfolios to help clients build and protect their wealth.

 
Having grown up with an innate interest in natural history and palaeontology, Jimmy enjoys sketching and painting, jogging in the parklands, hiking and wildlife adventures including snorkelling and kayaking with dolphins.

 

Qualifications

Master of Finance (Financial Planning) 

Master of Business Administration (Marketing & Finance)