Jake joined Atchison Consultants in 2011 and has been directly involved with the investment management and superannuation industry for over 28 years in the UK and Australia. Jake commenced his career with a major firm of chartered accountants in London, specialising in taxation, transitioning to managing institutional investment trust funds and HNW portfolios.
Jake joined Select Managed Funds Limited (SMF) in Australia in 1993 which ultimately became IOOF Holdings Ltd (IOOF). Jake was part of the Senior Executive Team at IOOF and head of funds management responsible for funds under management, across all asset classes, in excess of $13 billion.
Jake’s focus is on maximising investment outcomes whilst also taking a holistic approach when working alongside our clients. He holds a Bachelor of Business Degree, Diploma and Graduate Diploma in Applied Finance and Investments, Master of Applied Finance and Investments and is a qualified accountant (FCCA) and a Fellow of Finsia.