Jaclyn Rose

Authorised Representative (No:1271852) of
WiZDOM Wealth Pty Ltd (Australian Financial Services Licence No: 485363)

Authorised Credit Representative (No: 482606 ) of
WiZDOM Loans Pty Ltd (Australian Credit Licence No: 501060)

Advanced Diploma of Financial Planning

Diploma of Financial Planning

SMSF Specialist Advisor

Diploma of Financial Services (Mortgage Broking))

Justice of the Peace

Jaclyn has worked in the Financial Services Industry since 2006. Jaclyn’s experience along with her professional studies, have provided her with extensive experience in many areas of Financial Planning and finance generally. Having worked in in both Mortgage Broking / Finance Specialist roles and Financial Planning / Financial Advisor roles Jaclyn is an experienced and knowledgeable finance professional.

Now focusing on Financial Planning, and as a Financial Adviser, Jaclyn uses her experience, skill and passion for clear communication to truly seek to understand a client’s needs and concerns so she can deliver the personal advice that is suitable for them.  Jaclyn aims to keep her clients informed and educated to ensure they can achieve your financial goals.

Jaclyn also heads up the Advisory Team as the Operations Manager, assisting our team in delivering quality service and outcomes for our clients. She works closely with Clint to assist him with all aspects of the Financial Advice process.

Outside of WiZDOM Jaclyn enjoys spending time with her family and can often be found during NRL season glued to the screen cheering on her beloved Sydney Roosters

 

WiZDOM Advisory – Phone 02 9011 6685