Team

Jacky Hoac
GDipFinPlan, BFin
Meet Jacky
Jacky Hoac joined Halpin Wealth in 2025 as a Provisional Financial Adviser, bringing over 6 years of comprehensive experience across financial services. His journey began in 2019 as a paraplanner with an Adelaide-based boutique firm, where he advanced to practice and compliance manager before transitioning to mortgage broking in 2023. However, he felt his calling was always in advising.
This diverse background has given Jacky unique insight into clients’ broader financial needs, reinforcing his belief that comprehensive financial planning extends far beyond individual transactions.
He specialises in retirement planning, superannuation strategies, life insurance, and investment management, working with clients ranging from young professionals to retirees and business owners. His technical expertise, combined with strong listening skills and genuine care for client outcomes, has enabled him to build lasting relationships founded on trust and professionalism.
When not advising clients, Jacky is actively involved in his local church and community. He treasures time with his partner and daughter, maintaining a healthy balance between his professional commitments and family life.
EXPERTISE
- Retirement Planning and Superannuation Advice
- Investment Strategy Development and Management
- Life Insurance
- Tax Planning
- Investment Management
- Comprehensive & Holistic Financial Planning
QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS
- Graduate Diploma of Financial Planning, Kaplan Professional
- Bachelor of Finance,University of Adelaide
- Diploma of Finance and Mortgage Broking Management – MyFENG
- Specialist SMSF Online Course (RG146 Accredited) – SuperConcepts
- Financial Adviser Standards and Ethics Authority (FASEA) Accredited
- Member of the Financial Advice Association of Australia (FAAA)