Hi, I'm Jason and I'm very pleased to have this opportunity to share a little of my story.
Currently I'm a Partner and Head of Wealth Management at 5 Financial, an independently-owned financial advisory firm based in Rhodes, Sydney. I'm also very honoured to have been a Grand Finalist in the AFA's 2016 Adviser of the Year Award.
What drives me is a passion to help you organise your financial affairs in a way that enables you to achieve each of your life's goals comfortably, and in your desired timeframe.
In doing so, you feel more financially confident, and that you have a clear strategy for action.
Away from work, I enjoy spending time with my family, and in particular supporting my daughters' various sporting activities. I'm also a volunteer on patrol at my local surf beach, and I enjoy playing golf and cycling whenever time permits.
If you'd like to know more about how we work and how I can help you, please phone in for a complimentary initial consultation. You can also find out a lot of info at our website, www5financial.com.au.
I look forward to having the opportunity to meet you, and to find out how I can help you in identifying and reaching all goals that are important to you.
Jason has been our financial adviser for many years now and with his help, we have been able to grow our wealth significantly and become more confident about the road ahead. He's good at simplifying complex concepts and he is also just as keen as we are to see us reach our goals.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2005
- Years of experience 18
- Bachelor of Management and Information Systems (Honours)
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
5 FinancialSuite 206 Level 2, 3 Rider Blvd
Rhodes, NSW 2138