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  3. Jack Kewalram

OUR PARTNERS & ADVISERS

Jack Kewalram

Accreditations

Bachelor of Arts in Management, Masters in Business Management major in Finance, Advance Diploma in Financial Planning, Certified Financial Planner, Chartered Financial Analyst, SMSF Specialist Advisor

Key areas of focus

Investing to build wealth, Superannuation, Personal Insurance, Debt Management, Self-Managed Superannuation Funds, Retirement Planning, Maximising income in retirement/semi-retirement

Office location

Sydney CBD

Jack Kewalram  

Financial Adviser

book a meeting with Jack

Jack Kewalram has been in financial services since 1995 with a career that spans banking, investment consulting, and funds management before becoming a Financial Adviser in 2016.

Jack's experience as an asset consultant enabled him to provide astute investment advice to Private Banks and boutique financial advice practices before joining PSK Private Wealth.

Working in funds management gave Jack the opportunity to work with some of the largest industry funds, multi-manager funds, and charities across the country, doing deep dives on their portfolios in order to provide solutions to achieve better risk-adjusted return outcomes for their members and beneficiaries.  

His extensive experience has contributed to his abundant knowledge and passion for helping clients achieve financial stability and have the money they worked hard for start working equally hard for them.

Jack is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) and also a qualified SMSF Specialist Advisor with full membership in the Financial Planning Association and the CFA Society of Sydney. 

Jack is a self-described 'foodie' who enjoys trying new places and visiting all-time favourites with his wife and daughters Keisha, Kamilla, and Karissa. Jack is also a volunteer in Kids Church on Sunday mornings.

'Above and Beyond' is the motto Jack lives by, and he believes a positive attitude and action is essential in every situation.  

 

Click here to view Jack's FSG

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