Hi, I’m Jake Rietschel. I’ve been part of the DMG team since 2021, originally starting in Client Services, I then moved to a paraplanning role and am now currently a Provisional Relevant Provider, as part of my journey to becoming a fully qualified Financial Adviser.

I’m currently completing my Professional Year and have also achieved accreditation as an Aged Care Specialist, which allows me to assist clients and their families in navigating the complexities of aged care with confidence and clarity.

What I enjoy most about my role is being able to work closely with our advisers and clients to help turn financial strategies into real-life outcomes. It’s incredibly rewarding to know the work we do can make a meaningful difference in people’s lives, whether that’s planning for retirement, managing investments, or supporting loved ones through aged care decisions.

I’m a Sale local and outside of work, I love spending time with my family, travel, playing cricket, kickboxing, and watching just about any sport I can.

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