Jason Lane

Financial Planner

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. Jason is the senior advisor and now a partner & director in the Successful Ways financial planning team.

Jason began working in the financial services industry in 2009 and joined the team at Successful ways in 2015. He has worked closely with clients at large financial institutions and boutique financial planning practices during his time in the industry.

Qualifications

• 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

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Successful Ways Financial Services Pty Ltd (ABN 40 133 075 644), JGL Wealth Pty Ltd (ABN 39 596 053 950) and Jason Lane are authorised representatives of Synchron, AFS Licence No. 243313. View the Synchron privacy policy here.