
Jake Frend
I am a financial services professional who has a keen interest in educating and empowering his clients to... | Melbourne, Victoria, Australia
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Jake Frend’s Emails ja****@cb****.com
Jake Frend’s Phone Numbers No phone number available.
Social Media
Jake Frend’s Location Melbourne, Victoria, Australia
Jake Frend’s Expertise I am a financial services professional who has a keen interest in educating and empowering his clients to assist them in achieving their financial goals. I enjoy helping my clients navigate the financial services landscape to make their life easier and business more profitable. Currently working within the small business client segment, my experience in financial services to date has seen me work across both retail and high net worth client segments. Having worked across both the public and private sector, I have a wide reaching network across these environments and have a diverse set of experiences which make me adaptable to most workplaces and situations. I completed both my undergraduate and postgraduate study whilst also working fulltime which has made me adept at time and priority management to ensure all my professional and personal commitments are met to a high standard.
Jake Frend’s Current Industry Commonwealth Bank
Jake
Frend’s Prior Industry
Australian Border Force
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Milestone Lending Solutions
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Milestone Financial Services
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Yield Financial Planning
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Nab
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Commonwealth Bank
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Work Experience

Commonwealth Bank
Relationship Executive
Wed Jun 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Nab
Business Banker
Sun Aug 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jun 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Nab
Associate - Small Business
Thu Apr 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Aug 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Yield Financial Planning
Provisional Financial Planner
Wed Jul 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Apr 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Milestone Financial Services
Professional Year Financial Adviser Candidate
Mon Apr 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jul 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Milestone Lending Solutions
Accredited Mortgage Consultant
Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jul 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Australian Border Force
Reporting Officer
Mon Aug 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Australian Border Force
Marine Unit Enforcement Officer
Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)