Young People in Business

Koombana Financial is a boutique financial firm based in Bunbury, WA. With extensive experience in financial planning and wealth management, Jack is dedicated to helping clients achieve their financial goals through tailored advice and strategic planning. Previously, Jack served at reputable firms in the South West and Perth, where he gained expertise in investment management, retirement planning, and risk management.

In addition to his professional role, Jack serves as a Councillor for the Shire of Dardanup, contributing to community development on a part-time basis. He is also an active sports enthusiast, playing cricket for the Burekup Cricket Club and soccer for the Australind Soccer Club. Jack is also a devoted Fremantle Dockers supporter – sorry Eagles fans!

Accredited as a Self-Managed Superannuation Fund Specialist Adviser®, Jack has a deep understanding of SMSFs and their role in wealth creation and retirement planning. He is also a proud member of the Financial Advice Association of Australia®, adhering to the highest standards of professional conduct.

Currently in the final stages of completing his Master of Financial Planning at Kaplan Professional, Jack’s educational background also includes a Bachelor of Commerce (Finance) from Edith Cowan University and a Graduate Diploma of Financial Planning.

‍