BBus FINSIA CFP®
CA – Financial Advice Specialist
Chartered Accountant – Financial Advice Specialist
Graduate Diploma in Financial Planning (Financial Services of Australasia – FINSIA)
Bachelor of Business Accounting (Queensland University of Technology) (FINSIA)
An adviser providing his clients with the benefits of 19 years practical experience and specialist qualifications, Jason is at the forefront of the financial advisory profession.
His career trajectory includes six years with Ernst and Young, delivering strategic consulting services and traditional accounting and taxation advice to medium to large sized businesses and associated high wealth individuals. Jason subsequently extended his expertise working with one of Queensland’s largest stockbrokers, acquiring first hand knowledge of the direct equities market, before moving on to a boutique financial advisory firm.
His combination of experience and education gives Jason the substantial credentials required to advise clients on making smart financial decisions. His clients particularly value Jason’s skill in helping them articulate and prioritise their goals, then implement robust strategies to achieve the desired outcomes – most importantly of all, to ensure their financial house is well organised and in order.
Jason is committed to maintaining the highest standards of quality, integrity and ethics in all client matters. He is a member of the profession’s leading Associations.
Outside his professional life, Jason is an avid golfer, winning club championships with Tattersall’s and Redcliffe Golf Clubs and enjoys camping with his family.