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Jack Davies

Jack Davies

Private Wealth Adviser, Brisbane
 

Address: Level 13, 240 Queen Street, Brisbane QLD

Phone: 07 3031 1610


About Jack

Jack is a Private Wealth Adviser in the Brisbane office for Shadforth.

He is dedicated to helping clients achieve their financial goals and enjoy genuine peace of mind. By taking the time to develop a deep understanding of each client's unique situation, Jack crafts personalised financial plans tailored to their individual needs.

Drawing on Shadforth's evidence-based investment philosophy and sophisticated cashflow modelling, Jack provides clarity around financial options — empowering clients to make informed decisions that align with their personal values and lifestyle goals. He takes a collaborative approach, working closely with clients to build financial strategies that evolve alongside their lives and changing circumstances.

Education and experience

Jack holds a Bachelor of Business, a Bachelor of Commerce from the University of the Sunshine Coast and a Master of Finance from Griffith University.

Outside of work

Away from work, Jack shares a love of travel and sport with his wife. When he's not in the office, you'll likely find him planning his next adventure, at a Brisbane Lions game, exploring on his bike, or soaking up the sun at the beach.

Woman standing with arms crossed

Talk to our team today

Phone: 1800 501 203

Monday - Friday 9:00am - 5:00pm