Jason joined the Private Wealth team as a contractor in September 2014. He has worked in the financial services industry since 1993 and moved into financial planning in 1998, working for a variety of small, medium and large banking, accounting and financial advisory firms.
His role includes working with families, time poor individuals, professionals and business owners, adding value at all stages of their lives, from those in their mid-20's through to clients in retirement. He says "Our point of difference is not necessarily the services we offer, but the time we take to understand our clients and their needs. This focus ensures we obtain the information necessary to deliver to you the most appropriate advice or service over the long term regardless of your age or financial circumstances. Providing you with appropriate strategic and investment advice is paramount and our primary objective. However, through our experience with a wide variety of clients, we have come to understand that other less tangible services can be just as highly valued and can act as a catalyst for greater life stability, enjoyment and achievement."
Professional Qualifications & Memberships include
- Bachelor of Business (Financial Planning)
- Certified Financial Planner(R) Professional
- Member of the Financial Planning Association of Australia (FPA)
- SMSF Accredited Adviser
- Margin Lending Accredited Adviser
Jason describes the best part about working at 360 Private Wealth as, "The people and the focus on continuous improvement." Outside of work Jason's time is divided between his children's weekend sports, the golf course and the gym. His favourite television show is still Seinfeld.