Gen Next Workshop - Communicating with confidence

Jakob is a financial adviser & principal at Apt Wealth Partners. Jakob joined Apt in 2020 in his first role within the financial advice industry, drawn to it by his passion for helping others to thrive and making a difference in the community. Jakob started at Apt supporting other advisers in an administration role and moved through the ranks, eventually looking after his very own client base and receiving the FAAA Gen Next Rising Star Award in 2024.

He is very passionate about developing the next generation of advisers and spends time working with aspiring advisers at Apt and various external organisations to promote the importance of advice. Jakob is also furthering his own education as he works towards his CFP certification and was awarded as the top student in CFP Unit 2.

Outside of being an adviser, Jakob loves football and travelling. He is involved in his local club wherever time commits, whilst also being a dedicated fan of the Richmond.

Watch Jakob's video

For the past 18 years Charmion Ingram has built a strong background in Strategic Business Consulting, Culture and Organisational Change. Her roles have included Manager, Business Consulting and Planning at AMP where she was instrumental in building the “coach to coach” training program for the Business Partnership Managers that supported the wider AMP Financial Advisor network of 800 businesses. She has also been part of a team that has built and led the Business Blueprint Consultative program that analysed businesses based on industry benchmarks. She has personally worked with over 500 businesses with this program. This program focused on combining both the commercial and cultural drivers of a business to support businesses implement change towards profit and sustainability and deliver on their intended vision with the right people & culture in place. She has facilitated over 1000 workshops in her 18-year career using strategic business planning and HBDI frameworks to enable change.

She has previously come from a strong business Entrepreneurial background and currently has her own Consultancy business called Blink Consulting.
She is passionate about supporting businesses and individuals to reach their business and personal goals.

Nicole is the Founder and Principal Adviser at Fierra Wealth. She’s a Mum of three amazing kids, a Certified Financial Planner and loves spending her free time at the beach with her family. But after working in financial advice for over a decade, Nicole realised that there has to be a better way of providing advice to Australian’s like you – and that’s why she created Stellar Wealth.

An award-winning Financial Adviser, Nicole’s focus is to empower her clients to take control of their finances so that they can achieve their financial objectives and live better lives. She is authentic and genuine, with a knack for translating complex financial jargon into everyday language that everyone can understand. Nicole also works with the Cancer Council of Australia on a voluntary basis, providing pro-bono financial advice to those in our community who need it the most.

Drawing on expertise garnered over years of experience in the field and with an exceptional educational background, Nicole is perfectly positioned to provide reliable and up-to-date expert financial advice that delivers tangible results.

Jessica Dean is a financial planner at Globe Financial Planning with over 6 years’ experience in the financial planning profession. Jessica began at Globe as a client services officer and progressed through the roles of paraplanner, professional year candidate to financial planner.
She holds a Bachelor of Commerce, Master of Financial Planning and is a Certified Financial Planner.

Building closer and deeper relationships with valued clients is the philosophy Scott lives by.
He is a coach, teacher & mentor in the Family Advisory Board space.
A high-school teacher by trade, Scott moved into the advisory space in 1987 when he founded Fitzpatrick's Private Wealth, a national advisory and wealth management firm. In those days, it was rare to find businesses using a client-centric advice model. Scott felt it was important to base his firm around truly understanding clients' needs and charging on a transparent fee-for-advice policy.
Today, Scott is sitting back as a mentor for Fitzpatrick's, looking on towards his next projects, The Great Advisory Frameworks, (The GAF), and Significant Advice Network, (SAN).
The GAF is his online course giving advisors the business frameworks they need to build a great advisory business. Getting clarity around your value, capability and purpose is crucial to success. But more than that, The GAF helps participants to appreciate what makes a great life for them, and to love the work they do.
The Significant Advice Network coaching & mentoring program designed for experienced accounting, legal and financial Advisers who are looking for career extension and would like, in their next chapter of work, to sit on the family board. The Program provides Advisers with the tools, skills and capabilities to broaden the conversation with Individual's and Families and to create a plan to deliver the client’s vision with the highest degree of probability and the lowest amount of risk.
Future clients want their SAN Adviser to know how to think about all their problems, construct a lifetime plan and drive them, the family and the business from ‘Chaos to Greatness’.