Jack Swart Email & Phone Number
Adviser Assistant @ Watson Wealth
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Jack Swart Location
- Newcastle, NSW, AU
Jack Swart Work
- Adviser Assistant @ (April 2026 - Present)
- Accountant @ (June 2025 - April 2026)
- Paraplanner @ (September 2022 - June 2025)
- Corporate Finance Analyst @ (November 2017 - August 2022)
- Strategic and Financial Analyst @ (January 2016 - October 2017)
- Risk and Compliance Manager @ (October 2012 - November 2015)
- Manager: Self Managed Superannuation Funds @ (August 2007 - October 2012)
- Manager: Financial Control @ (January 2006 - January 2007)
- Manager: Financial Services @ (March 2005 - June 2006)
- Financial Controller @ (August 1998 - February 2004)
- Accountant @ (January 1992 - February 1996)
Jack Swart Education
- Kaplan Professional
Graduate Diploma (Financial Planning)
2022-2024 - Australian Institute of Business
Master of Business Administration - MBA
2016-2017 - CFA Institute
Chartered Financial Analyst (Portfolio Management)
2000-2003 - Stellenbosch University 1987-1991
Jack Swart Skills
- Auditing
- Accounting
- Financial Planning
- Tax
- Financial Modeling
- Superannuation
- Investments
- Financial Risk
- Finance
- Financial Services
- Financial Accounting
- Strategic Financial Planning
- Risk Management
- Asset Management
- Internal Controls
- Financial Analysis
- External Audit
- Corporate Governance
- Management
- Financial Reporting
- Due Diligence
- Financial Audits
Jack Swart Summary
- Jack Swart, based in Newcastle, NSW, AU, is currently a Adviser Assistant at Watson Wealth. Jack Swart brings experience from previous roles at JBG Accounting, Total Capital Management, Sanitarium and NSF Super (Nationwide Superannuation Fund). Jack Swart holds a 2022 - 2024 Graduate Diploma in Financial Planning @ Kaplan Professional. With a robust skill set that includes Auditing, Accounting, Financial Planning, Tax, Financial Modeling and more. Jack Swart has 1 emails and 1 mobile phone numbers on RocketReach.
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