With close to 20 years’ experience in the industry, Jason is highly renowned in his field. He loves that he can genuinely make a difference in his clients’ lives and help build their finances to achieve what it is that’s important to them.
Jason specialises in providing financial advice and credit assistance in the following areas:
Jason holds a Graduate Diploma of Financial Planning. He’s a CERTIFIED FINANCIAL PLANNER ® (CFP) and has a Bachelor of Arts (Hons) Information Systems and Management and a Certificate IV (Finance/Mortgage Broking).
In terms of memberships, Jason is a member of SMSF Professionals Association of Australia (SPAA); Financial Planning Association (FPA); Association of Financial Advisers (AFA) and the Tax Practitioners Board (TPB).
Away from work, Jason enjoys travelling with his children and sharing incredible life experiences with them.