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Bachelor in Commerce and in International Business
Advanced Diploma in Financial Services
Jake grew up with the passion of financial planning, well before working in the industry he would constantly be guiding his friends to make smart financial decisions.
Jake graduated from Griffith University with a Bachelor in Commerce and in International Business. He has since gone on to complete a diploma and then advanced diploma in financial services and has most recently become accredited as a mortgage broker with MFAA. With almost 5 years’ experience as a financial adviser, Jake is well equipped to provide the advice any of his clients require.
After working for one of Australia’s largest planning firms for the majority of Jake’s career he sharpened his knowledge and skills and with a natural instinct to put his clients first established what is today, Krause Wealth.
Krause Wealth Pty Ltd, ABN 97 611 256 592 is an authorised representative and credit representative of Charter Financial Planning Ltd, Australian Financial Services Licensee and Australian Credit Licensee, AFSL 234665