Jake Waller in

Jake Waller

Balancer · DISC type S
Associate Financial Advisor at DALEY Chartered Accountants
📍 Wollongong, New South Wales, Australia

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
8 Years
Current Role
Associate Financial Advisor
Location
Wollongong, New South Wales, Australia
Personality Overview

How Jake shows up

Formal Mannered
Empathetic
Risk-Averse

They are comfortable taking long term decisions. They like following the process even if it takes time to reach any conclusion. They are courteous and respectful but practical.

Priorities

Topics Jake cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

12-2024
Associate Financial Advisor
DALEY Chartered Accountants
6-2024 - 12-2024
Service Coach/Quality Analyst
BT
3-2023 - 6-2024
Customer Relations Consultant
BT
6-2022 - 1-2023
Administrative Assistant
University of Wollongong
1-2021 - 7-2022
Residential Assistant
University of Wollongong
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
10-2023 - 6-2025
Graduate Diploma
Kaplan Professional
2017 - 2020
Bachelor of Commerce - BCom
University of Wollongong
2020 - 2020
Bachelor of Commerce - BCom
McMaster University
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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