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Jackson Harvey

Financial Planner | Strategy & Investments

Representative of Hood Sweeney Securities AFS Licence No. 220897

Jackson has been in the Financial Planning industry for more than seven years, joining Hood Sweeney in 2021.

Jackson is passionate about helping family and friends with their money, so it was clear to him that he needed to be in a profession where he could have a larger impact by doing the same for other people.

Jackson believes that by improving financial literacy, he can alleviate the stress associated with money and enable his clients to truly enjoy their lives. Having gained experience in administration and technical roles, Jackson’s sound understanding of the advice process benefits his clients.

With clients ranging from those in the first half of their financial journey, through to clients who are planning for, or already in retirement, Jackson takes the time to understand each client’s goals and objectives to ensure the outcomes meet their needs. In addition, he works closely with Hood Sweeney’s specialist Health team, serving medical and dental practitioners via education and advice.

A natural communicator, Jackson thrives on building strong connections with both clients and colleagues. He has a genuine passion for people and plays an integral mentorship role for individuals in the graduate program, sharing his insights and helping each of them navigate their path to success.

Outside of his professional pursuits, Jackson recognises the importance of balance in life. He prioritises time with his partner and staying fit, either through gym sessions or playing cricket back in the Barossa, where he hails from.

An adventurer at heart, Jackson's love for travel has taken him to various corners of the globe and he has plans to continue exploring the world as regularly as he and his partner can. “Immersing myself in diverse cultures and embracing new experiences broadens my perspective on the world which I believe makes me a better person and, in turn, a better Financial Planner.”

Qualifications and memberships
  • AFP® Member of the Financial Planning Association of Australia

  • Bachelor of Business (Finance) University of South Australia (2018)

  • Diploma of Financial Planning, Kaplan Professional (Australia, 2018)

  • Advanced Diploma of Financial Planning, Kaplan Professional (Australia, 2018)

Get in touch

Get in touch with Hood Sweeney to see how we can help your organisation or call us now on 1300 764 200

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