Jake Battelley

I have been involved in the Financial Advice industry since 2018 and am currently a part of the Viridian Advisory Beenleigh team. Prior to this I worked in the Commonwealth Bank Financial Planning and AIA Financial Wellbeing teams.

I focus on holistic advice to take in the entire picture of my clients position and ideal position to help put them on the pathway to meeting their Financial and Lifestyle Goals and Objectives. I pride myself on my client care and clear communication throughout the financial planning process to make this journey as smooth and as stress free as possible for all involved.

I specialise in Superannuation, Retirement Planning, Investment, Social Security and Insurance advice to cater to my client's needs and have a diverse team behind with specialisation in all matters of financial advice.

I offer a free initial consultation to provide an understanding to all potential clients of what we do as well as develop an understanding of what a potential client is looking for in the advice process and ensure we can help. If this is something you would like to arrange, please contact me on 0488 223 031.