Jackson Harvey

Background

About Jackson Harvey

Jackson has over ten years of experience in numerous roles within the Financial Services Industry; working at both National Financial Institutions and Small-to-Medium Privately-Owned Enterprises. These roles have been and are not limited to; Financial Adviser, Investment Committee member, Senior Compliance Committee member, Investment Analyst and Paraplanning roles within the Financial Advice and Wealth Management industry. Jackson has also managed to graduate with a Bachelor of Business Finance degree majoring in Applied Finance and Economics from the University of South Australia, whilst working full-time throughout his degree. Additionally, Jackson has also passed the National Financial Adviser Exam (FASEA Exam), obtained the Diploma of Financial Planning (RG-146 Compliant), and have completed the Advanced Diploma of Financial Planning through KAPLAN University. In addition, a Post-Graduate level course; Ethics & Professionalism (FASEA bridging course) has been successfully completed. During his time at University, Jackson was privileged enough to study three courses Internationally throughout a vast portion of South East Asia and also Europe which has allowed him to collaborate with and develop a network of high-profile Australian Government Entity officials, Multi-National Corporation Senior and Middle managers plus peers studying at University’s abroad. Jackson is guided each day by a focussed belief that interpersonal communication skills, such as understanding how people think and feel through their shared experiences; coupled with an eagerness to learn and improve are just some of the attributes that enable others to trust in him as a professional.