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Our Team

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JAKE SIDDLE

Founder / Senior Financial Planner

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MELISSA SINCLAIR

Principal / Senior Financial Planner

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We look forward to working with you to achieve your goals.

Please get in touch

JAKE SIDDLE

Founder / Senior Financial Planner

Jake has been providing advice to individuals and small to medium businesses since 2002.

Qualifications:

  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Diploma of Financial Planning
  • Justice of the Peace
  • Aged Care Steps Accredited adviser
  • Direct Equities and ETFs Program

MEMBERSHIPS AND ASSOCIATIONS

  • Authorised Representative of RI Advice Group Pty Ltd
  • Financial Planning Association of Australia Member
  • Member of the Tax Practitioners Board – Individual tax (financial) adviser

PERSONAL INTERESTS

Outside of work, Jake is a loving husband to Karen and the father of 3 young boys. He is a keen martial artist with a passion for Brazilian Jiu Jitsu.

MELISSA SINCLAIR

Principal / Senior Financial Planner

Melissa has been working in the financial planning industry since 2007.

Qualifications:

  • Diploma of Financial Planning

MEMBERSHIPS AND ASSOCIATIONS

  • Authorised Representative of RI Advice Group Pty Ltd
  • Financial Planning Association of Australia Member

 PERSONAL INTERESTS

Melissa and her husband Jade are raising their three young children on a small six-acre property in Bulahdelah. With a love for soccer, they are both active committee members with the local Bulahdelah Bullets soccer club and love spending quiet weekends at home with their family and their border collies.