Qualifications
& Memberships
- Diploma of Financial Services (Financial Planning)
- Bachelor of Business (Accountancy and Economics)
- CPA - Certified Practising Accountant
- CPA (Financial Planning Specialist)
Areas of
Expertise
Insurance
Investments
Retirement
Strategic Planning
Transition to retirement
Wealth Creation
Jason has 28 years of experience in the provision of financial, accounting and tax advice with over 20 years experience in the provision of financial planning advice. Jason attained a Bachelor of Business Degree at Monash University in 1989 with majors in Accountancy and Economics and a sub-major in Law. He also attained the Certified Practising Accountant designation from the Australian Society of Certified Practising Accountants in 1997 and attained a Financial Planning Specialist designation from Australian Society of Certified Practising Accountants in 2000.
Jason's ideas of Financial Freedom
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