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

DPN Review: A Wake-Up Call for Business Owners on Personal Tax Risks

Running a successful business is hard work—and sometimes, despite best intentions, tax obligation ... read more

ATO Update on Inherited Homes: What it Means for Your Family’s Wealth

The ATO has issued a Draft Taxation Determination TD 2026/D1 which looks at how inherited family ho ... read more

What the New Div 296 Tax Means for Individuals with Large Super Balances

The Better Targeted Superannuation Concessions measure (known as the Division 296 tax) is now law a ... read more