Jason is passionate about wealth creation and enjoys assisting clients grow their wealth by increasing their financial literacy and implementing smart financial strategies. Jason works to simplify financial education with easy to understand advice. He advises a broad range of clients, including individuals, couples, and families from many different professions and backgrounds who want to achieve financial freedom.
As a qualified financial advisor, Jason assists his clients with a wide range of financial needs including investment advice, superannuation strategies, tax efficient structuring, risk advice, retirement planning, debt consolidation and personal budgeting.
Prior to joining Successful Ways, Jason’s background includes eight years’ of wealth management experience. Jason has worked closely with clients at large institutions and boutique financial planning practices.
- Bachelor of Business (Economics & Finance)
- Master of Business (Applied Finance)
- Diploma of Financial Planning
- Diploma of Finance & Mortgage Broking Management
- Self-Managed Superannuation Funds (SMSF) Specialist Advice
- Margin lending and geared investments accredited
Investment and Lending Consultant
Sales & Property Management
Business Support Officer
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