Jacqueline Taouk

Jacqueline Taouk – Relationship Manager

“What I enjoy most about being a Relationship Manager is building meaningful relationships with clients. I love knowing that through clarity, care and consistency, I can help bring confidence and calm to help clients achieve their financial goals”.

Jacqueline brings over a decade of experience in wealth management and financial services, supporting advisors and high-net-worth clients with precision, care and integrity. With a strong foundation in client services, she is passionate about delivering seamless client experience that builds trust and long-term financial confidence.

Outside of work, Jacqueline enjoys strength training, spending quality time with her husband and daughter, exploring personal growth through wellness and mindset development, eating out at cafés and making homemade pastries.

Areas of Specialisation:

Jacqueline specialises in client relationship management, high- net worth service delivery, onboarding and implementation, and ensuring operational experience behind the scenes. She understands that exceptional financial advice is not just about strategy- but experience.

Qualifications:

• Financial Service Delivery
• RG146
• Superannuation
• Managed Investments
• Bachelor of Business (Marketing)