Peta Luadaka

Office Manager Executive Assistant at JBS Financial Strategists - South Melbourne, VIC, AU

Peta Luadaka's Colleagues at JBS Financial Strategists
Lorie McDonald

Client Services

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Richard Smart

Paraplanner

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Varsha Kedia

Paraplanner

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Peter Folk

Financial Adviser

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Remi Picciani

Paraplanner

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Evelyn McLaren

Accountant

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Jenny Brown

Head of Strategy

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***@jbsfinancial.com.au
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JBS Financial Strategists
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JBS Financial Strategists

South Melbourne, VIC, AU • 20 - 49 Employees
Financial Services

JBS Financial Strategists Pty Ltd (JBS) is a leading Melbourne based boutique financial planning business focused on creating and managing wealth strategies for a range of clients, including individuals, families, small business owners, business executives, pre-retireees and retirees. JBS concentrates on wealth creation and preservation by providing personalised financial planning strategies for all situations. These tailored plans all reinforce our three key ideals: to create long-term wealth, to protect yourself, your family and your investments, and to position you to be able to enjoy your success.JBS specialise in the following areas: - Financial Planning - Superannuation - Self-Managed Super Funds - Investment Advice - Risk Insurance - Finance and Loan Structuring We focus on these areas so we can be involved with clients throughout the life of their wealth creation journey, from setting up your first home loan to retirement planning and everything in between.

Financial Planning Retirement Planning Advice Self-Managed Super Funds SMSF Admin Compliance & On-Line Reporting System Investment Portfolio Construction & Management Life TPD Trauma Income Protection Insurance Finance & Lending Cash flow & budgeting Compliance & On-Line Reporting System Investment Portfolio Construction & Management Finance & Lending Cash flow & budgeting Compliance & On-Line Reporting System Investment Portfolio Construction & Management Finance & Lending Cash flow & budgeting
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Frequently Asked Questions about Peta Luadaka
Peta Luadaka currently works for JBS Financial Strategists.
Peta Luadaka's role at JBS Financial Strategists is Office Manager Executive Assistant.
Peta Luadaka's email address is ***@jbsfinancial.com.au. To view Peta Luadaka's full email address, please signup to ConnectPlex.
Peta Luadaka works in the Financial Services industry.
Peta Luadaka's colleagues at JBS Financial Strategists are Lorie McDonald, Richard Smart, Varsha Kedia, Peter Folk, Remi Picciani, Evelyn McLaren, Jenny Brown and others.
Peta Luadaka's phone number is
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