Jack initially joined Dolfinwise in 2022 as a client services officer, whilst studying a bachelor of Commerce at the University of Queensland. Over the next few years, Jack expanded his skills by completing a masters in financial planning, as well as working as a paraplanner and later an associate adviser. After completing his ASIC advice exam in 2025 (FASEA exam) and meeting the full requirements of the professional year, Jack was eligible to become a financial adviser. However, at the end of 2025, Jack decided to leave Dolfinwise on a sabbatical, and spent most of 2026 travelling the world. Jack has temporarily returned to Dolfinwise as a team leader for the client services team, imparting his knowledge on the junior employees.
Outside of work, you can usually find Jack Rock climbing around South East Queensland (or anywhere else in the world), as well as hiking and generally enjoying the outdoors as much as possible.