Jack Oineza

Collaborator
DISC Type : si

Executive Financial Adviser at Ryker Capital

Sydney, New South Wales, Australia

Overview

Jack Oineza is an Executive Financial Adviser at Ryker Capital with over 24 years of experience, specializing in retirement strategies and wealth advice. He holds an Advanced Diploma in Financial Planning and is praised by clients for his clear communication and understanding of the emotional aspects of financial decisions. People often describe him as knowledgeable, professional, and dedicated.

He was inspired to enter the financial services industry after meeting a financial adviser who called himself a "Lifestyle Architect" at a BBQ party 28 years ago.

Personality Overview

Good Listener

Consensus Builder

Appreciative

Win-win scenarios can appeal strongly to them.  They are more likely to go for proven solutions. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Topics They Care About

Financial Wellness
Uses the title "Lifestyle Architect" and focuses on helping clients shape and work towards their life goals, not just financial metrics.
Strategic Retirement
Frequently discusses retirement strategies on podcasts, focusing on topics like superannuation phases and generating a $100k annual income in retirement.
Financial Education
Expresses a passion for increasing financial literacy and appears on podcasts to break down complex topics like tax rules and investment strategies for a broader audience.

Media Appearances

Jack has no verified media appearances

Work History

4-2024
Executive Financial Adviser at Ryker Capital
4-2024
Wealth Partner at Cooee Wealth Partners
7-2019 - 6-2022
Senior Financial Adviser at MTWO Accounting Partners
Senior Financial Advisor at Equiti Group
Senior Financial Adviser at RFE Group

Education

Jack has no verified education history

More Information

Social Presence :

Prographics :

Exp : 4 Location : Sydney, New South Wales, Australia Job Level : Junior Designation : Executive Financial Adviser at Ryker Capital
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Insights For Selling To Jack

During A Call Or A Meeting

DO's

  • Be visibly appreciative of their actions during your interactions
  • Summarize the key points at the end of the conversation
  • Show genuine interest in solving their problems

DONT's

  • Don’t give the impression of being unproven or risky
  • Don’t ask too many questions that sound too dry and objective
  • Don’t push them to make decisions very fast, let them take their time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jack is

  • Relationships can play a major role, followed by low risk and strong market validation.
  • Will you ever get a clear answer from Jack

  • They are not very direct, and unlikely to say no to your face.

Insights For Deal Planning

    How fast (or slow) will Jack move?

  • They can take their time to make decisions, even if they are constantly involved and friendly.
  • Can Jack take some risk or not?

  • It is unlikely that they will take many risks.

You And Jack

Personality Compatibility


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