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Jason Weir

 Jason Weir

Share profile:
45 Kingfisher Street
Albany Creek
QLD
4035
AU

Overview CONTACT THE ADVISER

Jason Weir Jason Weir

total Reviews

28

Experience

11yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

www.gbfs.com.au

We are proud to offer a broad range of advice, either personally or in conjunction with our referral partners. Some of the areas of advice include: 

  • Home and Investment property finance 
  • Superannuation advice which includes, contributions, investment and product advice this can include industry funds, government funds and retail super funds. 
  • Transition to retirement strategies and pension advice 
  • Managed portfolio advice 
  • Self Managed Super Fund advice which may include, establishment, business/residential property transaction advice, investment and business planning advice
  • Personal insurance advice which can include Life insurance, Total and Permanent Disablement insurance, Income Protection and Trauma insurance. We can recommend on a number of insurers and how to structure the premiums both within and outside of superannuation. 
  • Business planning and strategic advice 
  • Estate planning advice including Wills and Power of Attorneys 

We are happy to accommodate appointments at your home or your favourite cafe, both within and outside of business hours. 

We offer free initial consultations and strategy consultations as required, and are passionate about offering new and existing clients an uplifting service tailored to their individual goals, business goals & aspirations.

Fees and charges (if applicable) will only occur post strategy appointment. Only after a second appointment will we deliver a quote for any advice and implementation. Therefore only if you are comfortable with us and the direction we are heading in, will a fee agreement ever be entered into. 

 

Company:

Greater Brisbane Financial Services Pty Ltd
Greater Brisbane Financial Services Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

National Australia Bank Limited
National Australia Bank Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Small Business AdviceSmall Business Advice
Centrelink BenefitsCentrelink Benefits
Loan ProductsLoan Products
My fees
  • Free Initial Consultation

Latest Customer Reviews (3 of 28 total)See all

"Found Jason very helpful and knowledgeable in his field. He is pro-active and easy to deal with. Would highly recommend Jason to anyone who wants advise on Super, SMSF , Life insurance and related matters."

Karl, 46-55 19 May 2017

"Jason is very knowledgeable and is good at explaining our financial position and takes the time to understand our personal circumstances. "

Anita, 46-55 15 May 2017

"Jason has been very helpfully for both my business & our personnel requirements, he understands what we are trying to achieve. He has a great contact base that has helped us solve issues that we needed advice on to move forward."

Graeme, 56-65 15 May 2017

History & Qualifications CONTACT THE ADVISER

My membership
Awards
  • No award found
Years of experience
  • 11 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

45 Kingfisher Street, Albany Creek
QLD 4035 Australia

Office hours

Monday:   8AM to 7PM
Tuesday:   8AM to 7PM
Wednesday:   8AM to 7PM
Thursday:   8AM to 7PM
Friday:   8AM to 7PM
Saturday:   9AM to 5PM
Sunday:   12PM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 95% Average Reviews
  • 28 Total Reviews
Karl, 46-5519 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Found Jason very helpful and knowledgeable in his field. He is pro-active and easy to deal with. Would highly recommend Jason to anyone who wants advise on Super, SMSF , Life insurance and related matters."

Anita, 46-5515 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jason is very knowledgeable and is good at explaining our financial position and takes the time to understand our personal circumstances. "

Graeme, 56-6515 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jason has been very helpfully for both my business & our personnel requirements, he understands what we are trying to achieve. He has a great contact base that has helped us solve issues that we needed advice on to move forward."

John, 65+06 May 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
50%
- Customer Care
100%
- Recommendation
75%

"Jason was easy to work with and we have achieved our current planning objective. We did have a couple of issues on the journey which did have cause of concern but in the end the outcome was what we were looking for."

Marc, 56-6504 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jason Weir has been advising me now for a number of years and has assisted me with my retirement planning strategies and superannuation portfolio selection. He is always right up to date with the latest changes to superannuation and is very easy to work with. I recommend him to anyone who is planning for their retirement. Marc Stevens Brisbane"

Craig, 35-4519 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Thanks for quick response and action in settling our refinance. Couldn't have been easier."

Suzette , 46-5510 Apr 2017
Expand
Overall customer rating
81%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Trustworthy, provides information in my best interest "

Dan, 35-4510 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We were really pleased with the results of our work with Jason and impressed how Jason took our requests and developed a plan that suited our goals."

Veronica, 35-4506 Apr 2017
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
75%

"Jason was able to tailor his advise to match my range of understanding in financial matters. Familiar matters were reviewed comprehensively and quickly. However in matters that were new to me he provided detailed but easy to understand information, building my level of understanding in each follow up meeting. "

Ken, 56-6503 Apr 2017
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
75%

"Jason was very thorough and professional in the assistance he provided to us. We will definitely use and recommend him should the need arise. Ken 4505"

Brona, 46-5503 Apr 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"Jason offers a friendly personalised approach. He is keen to answer any questions you may have and goes the extra mile to meet your needs. I would have no hesitation in passing on his name to family, friends, and colleagues."

Steve, 35-4510 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very patient and understanding. A great listener."

Kylie, 56-6510 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Informative, thorough, and most importantly easily understood. Helpful and obliging. Easy to talk to willingly to investigate anything that he or myself does not completely understand. "

Jennifer, 65+07 Mar 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Jason is very good at what doing what you require, just a bit slow in getting back to customer . Needs to reconnect a bit more quickly even if only to say look I amsnowed under, but answer your needs asap."

Debbie, 56-6522 Feb 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"Totally trustworthy and honest, and explains everything in an easy to understand way - I highly recommend using Jason's services to set yourself up ready for retirement and general financial advice."

Gordon, 46-5516 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jason can only be described as: Caring Friendly Honest and Professionally capable. Thoroughly recommended. "

Gary, 56-6515 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Gary 4020 Knowledgeable, astute and highly motivated. Jason will investigate the best possible options for my business growth, providing sound and unbiased solutions. He is an absolute inspiration with an intellect for business. Easy going and a great listener. Having owned and run businesses in several countries I find that Jason has provided us with a competitive platform in Australia with a vast network that has fast tracked our expectations. All the very best Jason."

Amanda, 46-5515 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I cannot recommend Jason highly enough. He has been an amazing example of what financial planners should be! So much knowledge and gives so much of his time to fully understand his clients needs. I honestly feel both inspired and uplifted after sessions with Jason and will miss our meetings when our plan is all in place! Do yourself a favour and just meet him once.... I guarantee you will be sold!"

Patricia, 56-6507 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Working with Jason has been a wonderful experience and he has helped us through some very difficult times. We now have a better understanding of where we are headed and feel more confident going forward."

Jon, 56-6502 Feb 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"Jason has been a proactive and highly-engaged advisor, providing sound guidance in a range of areas in our small business' growth."

1 2
       

Vouch for & Skills Ranking CONTACT THE ADVISER

1

Number of advisers who vouch for the integrity of this adviser

1

GWM ADVISER SERVICES LIMITED

Top 5 Skills (as rated by customers)


#1
Insurance Protection
STRENGTH
18
Customers

#2
Preparing For Retirement
STRENGTH
17
Customers

#3
Building Super
STRENGTH
16
Customers

#4
Tax Effective Strategies
STRENGTH
12
Customers

#5
Loan Products
STRENGTH
9
Customers

#5
Savings Investment
STRENGTH
9
Customers

x

Overall rating

100%

Jason Weir

Company: Greater Brisbane Financial Services Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Jason Weir is a member of and in what capacity, the licensee or company of Jason Weir and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Jason Weir (see report card scoring)

Qualifications: 50%

Compliance: 79%

Experience: 75%

Quality of Advice: 0%

Customer Satisfaction: 0%