Locally raised and educated at Whangarei Boys High School, Jarrod has returned to Whangarei after 8 years working in Sydney and Hong Kong for an International Investment Bank. Whilst abroad he gained licenses to trade equities (shares) and futures in Australia and Hong Kong. In these markets he specialised in trading warrants, a retail equity derivative used for clients to gain directional, leveraged exposure to listed shares and indices.

In 2011 the time was right for Jarrod and his wife Angela to move "home" to raise their two young daughters.

Jarrod is passionate about the markets and assisting clients to build and make the most of their wealth. With a Bachelor of Commerce from the University of Otago and as a Financial Adviser, Jarrod is qualified to give Personalised Advice on share investment and portfolio management.