We are pleased to welcome Jacky Hoac to the Halpin Wealth team as our newest Provisional Financial Adviser.
Jacky joined Halpin in August and is now in the final stages of completing his Professional Year. He brings over five years of experience in the financial planning profession, including senior para-planning, practice management, and mortgage broking. This breadth of experience has given him both strong technical expertise and a genuine understanding of client needs.
Jacky holds a Bachelor of Finance, a Graduate Diploma of Financial Planning, and specialist SMSF qualifications. He is passionate about holistic advice, tailoring strategies to each client’s circumstances and goals.
Interestingly, Jacky’s early career included several years working at SkyCity Casino. Watching how easily people could lose money through chance influenced his decision to pursue financial planning.
“In the casino, I often saw people spending with little thought, hoping luck would change their future. It made me realise I wanted to help people use their money more wisely — to invest with purpose and build something lasting for themselves and their families.”
That motivation continues to drive his work today.
“In my early twenties, I discovered that I genuinely enjoyed helping people. I found joy in seeing lives change for the better, and I realised financial planning was a way we could help people build a strong foundation for the future.”
As a dad with a young family himself, Jacky particularly enjoys working with young families and professionals who are building their financial lives.
“Financial planning isn’t just about wealth. It’s about building confidence for the future — no matter where you start. My goal is to empower clients with clear, actionable advice that gives them security and peace of mind.”
Jacky is also keen to challenge some of the common myths around financial advice.
“One of the biggest misconceptions is that you need to be wealthy to see a financial adviser. That couldn’t be further from the truth. Good advice is for everyone, and sometimes even one conversation can change someone’s financial outlook entirely.”
Beyond his professional focus, Jacky has quickly embraced the team culture at Halpin.
“I really enjoy the supportive environment here. Everyone is passionate about what they do, which creates a positive atmosphere to work in and learn from.”
And outside of work, life is happily centred on his young daughter.
“These days most of my spare time is devoted to my daughter. At one and a half she certainly keeps me busy, but it’s time I really treasure.”
We’re excited to have Jacky on board and look forward to the contribution he will make to our clients and the Halpin Wealth team.
Ready to start your financial journey?
If you’d like to learn more about how Jacky or any of our advice team can support your financial journey, we’d love to hear from you. From building strong foundations to planning for the future, we are committed to advice that fits your life.
Book a no-cost, no-obligation conversation today and discover how Halpin Wealth can help you plan with purpose.
This information provided in this article is general advice only and has been prepared without taking into account your own objectives, financial situation or needs. Before making a financial decision based on this advice, you must consider whether it is appropriate in light of your own needs, objectives, and financial circumstances, and where relevant, obtain personal financial, taxation or legal advice. Where a financial product has been mentioned, you should obtain and read a copy of the Product Disclosure Statement (PDS) prior to making any decisions about whether to acquire a product.