Jack Preston

About Jack

Jack Preston is an Investment Adviser and CFA charterholder at Forsyth Barr’s Auckland Central office. He helps individuals and families set clear financial goals and develop personalised investment strategies for the future.

Working alongside Mark Fowler and Vivian Leung, Jack and the team look beyond individual investments to consider how each client’s portfolio fits within their broader financial plan. They provide clear, practical advice based on their circumstances, priorities, timeframe and tolerance for risk, with ongoing support as their needs evolve.

Jack joined Forsyth Barr in 2024 and has more than seven years of financial services experience. He is registered as a financial adviser, is an accredited NZX Adviser and holds a Bachelor of Commerce from Victoria University of Wellington.