CFPcm, AFA, AIF
As the leader of Bradley Nuttall’s Institutional Advice division, Jacob works with organisations to design, implement and manage risk appropriate investment portfolios. He has been advising and managing investments for institutions since 2005.
Jacob’s passion for Not-for-Profit and community service extends into his personal, as well as professional, life. He was involved in the establishment of the Canterbury Insurance Advisory Service (CIAS) following the Christchurch earthquakes, and has been involved with many other not for profit organisation over the years.
Jacob began his career in financial services over 30 years ago in a management and strategic planning position at National Mutual (now AMP). While working in this role, he witnessed first-hand the conflicts of interest that arise when a financial institution’s primary focus is on selling as much as possible of its own product.
Jacob realised that he was not comfortable working in this environment and was relieved to discover advisers Andrew Nuttall and Dave Bradley felt similarly. What resulted was an alliance of forces and in 1994, the founding of Bradley Nuttall. Jacob, Andrew and Dave all shared one goal; to provide clients with independent, objective and unbiased investment advice that was free from conflicts of interest.
Jacob has a vision that all clients should have access to the substantiated advice of Bradley Nuttall’s expert wealth advisers. Jacob has a BSc from the University of Canterbury, a Diploma in Business Studies – Personal Financial Planning from Massey University and a Diploma in Education.
Jacob’s experience ranges across a variety of clients, however his background in education and governance make him particularly practised in advising and educating Boards, Committees and Trustees in the Institutional and Not-for-Profit space.
Jacob is a member of the NZ Institute of Directors, a Certified Financial Planner (CFP) and an Accredited Investment Fiduciary (AIF). As a member of Institute of Financial Advisers (IFA) he is bound by the IFA’s Code of Ethics, Practice Standards and Bylaws.