Jason has 16 years experience in the financial services industry and specialises in Self Managed Superannuation advice and comprehensive strategic financial advice, incorporating wealth creation and retirement planning strategies. Jason's advice is focused on achieving our clients' financial goals and objectives, which includes recommending the most appropriate investment structure - Self Managed Superannuation Funds, Companies, Trusts, Allocated Pensions or Retail Super.
Jason holds a Bachelor of Economics Degree and as a Member of the Financial Planning Association of Australia (FPA), Jason has attained Certified Financial Planner (CFP) status. He is also a Fellow with the Financial Services Institute of Australia (FINSIA), having completed the Graduate Diploma in Applied Investment and Finance.
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