Jacob LoCascio has worked in the Financial Advice industry for over 11 years. As a seasoned Financial Adviser, he is passionate about helping everyday Australians access high-quality advice. His favourite part of the job is meeting new people and spending time with his existing clients, celebrating their wins.
“For me, Financial Advice is more than just numbers. It’s the relationship I get to build with my clients. I feel truly privileged to be trusted with their finances and to become a part of the fabric of their life. It’s not a responsibility I take lightly.”
Jacob’s interest in Financial Advice initially stemmed from his parents’ experience during the GFC. Having seen the detrimental effects that poor financial advice can have on a family, he was motivated to understand the industry and become part of the change that the new wave of professional and educated financial advisers were creating.
Jacob is a Certified Financial Planner ®, a member of the Financial Planning Association of Australia and a Justice of the Peace. He is also a University of Newcastle Alumni, earning his Bachelor of Commerce, majoring in Finance.
Outside of the office, Jacob and his fiancée are kept busy with their 3 young boys and dog. The family enjoys getting out and about in Newcastle, frequenting Lake Macquarie, and Newcastle’s many beaches, parks and playgrounds. He is also partial to cheering on the Newcastle Knights over a beer on the weekend.
- Self-Managed Super Funds
- Retirement Planning (Centrelink)
- Wealth Creation / Investment Advice
- Estate Planning