Jason Barr
Evolution Business & Personal Advisers
In 2008 I became a Financial Planner. Right in the middle of the Global Financial crisis!
The experience and knowledge that I learned during this volatile time, the discussions held with clients about the impact this event was having on their lives, both personally and their future retirement plans helped shape me as a Financial Planner.
I believe that educating and creating a real connection with people is the key to helping them achieve their financial goals.
My focus is on building strong, long-term relationships with clients. These relationships are built on trust and open communication.
I provide quality advice across various areas of Financial Planning. My areas of specialty include:
Retirement Planning
Superannuation including some SMSF experience
Tax effective strategies
Wealth creation
Managed Investment advice
Personal Protection cover including Life, TPD, Trauma and Income Protection cover
Expertise
My fees
Any or all potential costs are outlined prior to proceeding with any advice recommendations.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 2
- First year providing advice 2008
- Years of experience 16
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Evolution Business & Personal Advisers
Unit 1, Suite B2, 335 Hillsborough RoadWarners Bay, NSW 2282
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
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In person
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Phone
Licensed by
Count Financial Limited
AFSL 227232
