Jake Ruse
Director & Certified Financial Planner at Innovative Wealth Management
Based in Sydney, Australia
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Seniority
Director
Department
Finance & Accounting
Location
Sydney
Industry
Financial Services
Company size
7
Contact information
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j•••••••@iwm.net.au
Phone
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Background
About Jake Ruse
Certified Financial Planner • Bachelor of Commerce (Economics and Finance) • Advanced Diploma of Financial Planning • Cert. IV in Financial Services (Finance/Mortgage Broking) • Justice of the Peace • Member - Australian Financial Planning Association (FPA) • Member - Association of Financial Advisers (AFA) • Member - Golden Key International Honours Society • Member - Mortgage & Finance Association of Australia (MFAA) Specialties: Guidance on budgeting and goal setting Savings and wealth creation strategies Investment planning Superannuation planning Pre-retirement planning Retirement planning Estate planning considerations Centrelink planning Business succession planning Personal insurance analysis Debt Strategies
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