J

Jake Souter's email & phone

Position:Financial Advisor at PictureWealth
Experience:3 years
Location:Gold Coast, Queensland, Australia

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Work Experience

Financial Advisor at PictureWealth

Feb 2025 - Current

Provisional Advisor at PictureWealth

Sep 2024 - Feb 2025

Provisional Advisor at Superannuation Advice Australia

Feb 2024 - Sep 2024

Customer Care Professional at Superannuation Advice Australia

May 2023 - Feb 2024

Jake Souter started working in 2023, then the employee has changed 1 company and 2 jobs. On average, Jake Souter works for one company for 8 months.

Education

Bachelor of Commerce at Griffith University

Graduate Diploma of Financial Planning at Kaplan Professional

Skills

Standards Compliance, Scaling & Root Planing, Business Requirements, Financial Product Development, Interviewing, Insurance, Customer Satisfaction, Commerce, Business Relationship Management, Financial Regulation, Asset-Based Lending, Cash Flow Forecasting, Teamwork, Retirement Planning, Regulatory Requirements, Investment Advisory Services, Superannuation, Compliance Management, Client Coordination, Regulations, Estate Planning, Ethics, Financial Planning Software, Process Transitioning, Financial Advisory, Client Maintenance, Ownership Transition, Continuing Professional Development, Federal & State Regulatory Compliance, Financial Data Analysis, Understand & Convey Complex Information, Veterinary Client Education, Risk Assessment, Insurance Planning, Helping Clients Succeed, Client-focused, Product Research, Protection Planning, Communication, Tenacious Work Ethic, Regulatory Compliance, Interview Preparation, Retirement Plan Consulting, Client Accounts, Financial Modeling

Frequently Asked Questions

What is Jake Souter's minimum period of employment in the companies?

Jake Souter's minimum period of employment in various companies is 5 months.

What is Jake Souter's average duration of employment for different companies?

On average, Jake Souter works for one company for 7 months

What industries has Jake Souter worked in?

Jake Souter works in the Financial Services.

What positions has Jake Souter held before?

Previously, Jake Souter worked as a Provisional Advisor, and Customer Care Professional.

How do I contact Jake Souter?

Jake Souter's email address is s****r@picturewealth.com, phone number is +61-***-***-8665. Sign up to get contact details.

Who are Jake Souter's peers at other companies?

Jake Souter's peers at other companies are Emily Tarpley and Astrid Angelina and Einstein Durai

Jake Souter Namesakes

Name
Company
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Other employees at PictureWealth

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Senior Client Experience Officer
M
Manager - Risk Advice
C
People and Culture Manager

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