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

Watch Out for Misleading ASIC-Style Renewal Notices

Fake ASIC company registration notices are circulating across Australia. If you have recently re ... read more

SMSF and property – preparing for a smooth audit

For many SMSF trustees, property is one of the most significant assets held by their SMSF. Unlike p ... read more

New reasonable travel and overtime meal rates

The ATO has released its updated reasonable travel and overtime meal allowance rates for the 2026†... read more