Qualifications
& Memberships
- Bachelor of Commerce
- Master of Business Administration
- Diploma in Financial Services
Areas of
Expertise
Insurance
Self Managed Super Fund
Superannuation
Tax
I “grew up” in the accounting profession before broadening my skills in various management roles, consulting & business coaching. I then found my way into financial services, working in corporate business development, relationship & leadership roles for 12 years. This established my belief in financial planning as a powerful catalyst to make a real difference in people’s lives. From a number of perspectives I have witnessed how having a financial plan, & more importantly a financial adviser, has made a quantifiable positive improvement to people’s lives. That’s why I do what I do!
Jason's ideas of Financial Freedom
The freedom to make your own choices: what to do, when to do it & with whom.
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