Jack Swan Apfs

Jack Swan APFS is a seasoned professional in financial planning and wealth management, currently serving as Senior Technical Manager at AAB Wealth Limited since June 2018, having progressed through various roles from Trainee Paraplanner to Technical Lead. Prior experience includes a role as Brand Ambassador and Placement Student at Anderson Anderson & Brown LLP, where contributions were made to personal tax compliance and the Wealth Management department. Early career experience at The Co-op as Team Leader involved managing staff and store operations. Jack holds an Advanced Diploma in Financial Planning and a Diploma in Regulated Financial Planning from the Chartered Insurance Institute, as well as a BA (Hons) in Accounting & Finance from Robert Gordon University.