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

The one big, beautiful bill that may not be so beautiful for Aussies

You may have seen the viral headline about a new U.S. tax bill called the One Big Beautiful Bill, b ... read more

Trust funds: are they  still worth the effort?

For decades, trust structures have been a cornerstone of the Australian tax and financial system, p ... read more

Finfluencers: bad tax advice could cost you

They’re advising from your insta and TikTok feeds, they’ve got huge followings, they speak with ... read more