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Jackie Cook
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Experience:
Jackie is the Financial Strategist with 8 years’ experience in the financial planning and
investment management industries.
Prior to joining Accordius in 2011, Jackie was a Financial Adviser with IPS Financial
Services, a Gold Coast based financial advisory firm, where she provided financial planning
advice to high net worth clients. She was also responsible for co-ordinating and developing
the firm’s paraplanning activities, which supported the financial advisers.
Before this, Jackie was a Paraplanner with WHK, a publicly listed accounting and financial
advisory firm.
Qualifications and memberships:
Bachelor of Commerce, University of Ballarat; Bachelor of Management, University of Ballarat;
Advanced Diploma of Financial Services (Financial Planning); Associate Member, Financial
Planning Association; SMSF Specialist Advisor, SMSF Association (SSA)
Owing to her academic record, Jackie was bestowed membership to the Golden Key International
Honour Society, an international academic honour society which recognises and encourages
scholastic achievement and excellence among college and university students from all academic
disciplines.
In 2009, Jackie was the National Winner of the Financial Planning Associations’ Paraplanner
of the Year award.
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