JACOB SERI

Jacob, originally from Townsville, has recently relocated to the Gold Coast and works as a Paraplanner at Oakview Financial.

In his role, he provides high-quality paraplanning support, including the preparation of Statements of Advice (SOAs), Records of Advice (ROAs), and other client advice documentation. Jacob conducts research and financial modelling across superannuation, insurance, investments, retirement planning, and estate planning strategies. He assists advisers with strategy development and ensures all documentation is accurate, compliant, and aligned with client goals. He is committed to further developing his career, with the goal of becoming a Financial Adviser.

Prior to joining Oakview Financial, Jacob gained experience in customer service while working at a bank. He also held a leadership role at a charitable not-for-profit organisation focused on youth development and crime prevention, where he oversaw operations and staff management.

Jacob holds a Bachelor of Business, majoring in Financial Planning, which provides him with a solid foundation in financial strategy, compliance, and client-focused advice.

Outside of work, Jacob enjoys travelling and exploring new cultures. His experiences abroad have enhanced his adaptability, cultural awareness, and problem-solving skills, qualities that help him appreciate different perspectives and strengthen his approach to financial planning.