Accounting & Tax Audit Finance Financial Planning Self Managed Super

Jake Waller

Jake has been a part of the DALEY Financial Planning Team since late 2024, previously working at BT Financial Group. Jake completed his Bachelor of Commerce in 2020 at the University of Wollongong and is currently near the completion of his Graduate Diploma of Financial Planning. He will be soon undertaking his Professional Year towards becoming a financial adviser.

Outside of work, Jake enjoys all things sports, a good coffee and long-distance running. He is also an avid fan of the Sydney Swans and enjoys supporting them on during the season.

Latest

News

Know the Rules Before You Break Them: Why SMSF Education Matters More Than Ever

Running, or deciding to set up a self-managed super fund (SMSF) gives you control, but it also brin ... read more

Unlocking Tax Savings: Can Your MBA (or Other Studies) Pay Off at Tax Time?

If you’ve invested in further study — an MBA, a leadership course, or a postgraduate qualificat ... read more

Cash is Making a Comeback – Is Your Business Ready to Take It?

For years, businesses have been moving away from cash – and for good reason. Digital payments are ... read more