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

Get Ready for 2026–27: Practical Steps SMSF Trustees Must Take Now

With the start of the 2026–27 financial year, SMSF trustees should take a proactive approach to e ... read more

ATO Cracks Down on Personal Services Income Arrangements: Is Your Business at Risk?

The ATO is sharpening its focus on how taxpayers generating income from personal services deal with ... read more

Tax Ombudsman Sees 127% Surge in Complaints: What It Means for You

The Tax Ombudsman has reported a dramatic 127% increase in complaints about the ATO this financial ... read more