Our Team

Our highly-experienced team has an extensive and specialist background in the financial industry. Since 1988, WB Financial has helped many Australians significantly improve their financial independence and security. Welcome to our team, and how we can help you.

Jason Cook

Director ⎮Principal Financial Adviser ⎮SMSF Specialist Adviser

Despina Cook

Practice Manager

Nigel Gralton

Financial Adviser │ Millennial Coach

Rebecca McFarlane

Operations Manager

Shie Agtarap

Client Relations Officer

Franky Auckland

Advice Support