Hi, I’m Jake Rietschel. I’ve been part of the DMG team since 2021, originally starting in Client Services before moving into paraplanning and then completing my Professional Year to become a fully qualified Financial Planner.

I’m also an Accredited Aged Care Professional through Aged Care Steps, which allows me to assist clients and their families in understanding and navigating the aged care system with confidence and clarity.

What I enjoy most about my role is working closely with clients to help turn financial strategies into real-life outcomes. I’m passionate about helping people achieve their financial goals and supporting them through important financial decisions, whether that’s planning for retirement, managing investments, or helping their loved ones with aged care decisions.

I’m a Sale local and outside of work, I love spending time with my family, travelling, keeping active, and watching just about any sport I can.

Bachelor of Business Management – Victoria University
Graduate Diploma in Financial Planning – Kaplan
Aged Care Accreditation – Aged Care Steps