Jerry Reading is an experienced and accredited Financial Planner who is passionate about helping people achieve better financial outcomes. Since starting in the financial planning industry in 2016, he has worked closely with individuals and families to create clear, practical strategies tailored to their goals and circumstances.
Before moving into financial planning, Jerry worked as a diesel mechanic. His interest in understanding how money works and helping others make smarter financial decisions led him to pursue a career in finance. This real-world perspective shapes his down-to-earth, practical approach to advice today.
Jerry provides guidance across all areas of financial planning, with a strong focus on retirement planning, investment portfolios, superannuation and life insurance. He has also played an active role in establishing and managing the firm's Australian Financial Services Licence (AFSL), including overseeing software transitions, portfolio management and supporting team operations.
Known for his approachable style and clear communication, Jerry is passionate about making complex financial
matters easy to understand. He takes the time to understand each client’s situation and ensures they feel informed, supported and
confident in their decisions.
Professional qualifications and memberships
Area's of specialty: