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:
Superannuation including some SMSF experience
Tax effective strategies
Managed Investment advice
Personal Protection cover including Life, TPD, Trauma and Income Protection cover
Any or all potential costs are outlined prior to proceeding with any advice recommendations.
We are long term clients of Jason. He has always been so easy to work with and is very good at explaining things simply and making everything easier to understand. I would recommend Jason to anybody who needs financial advice and wants to make the most of their retirement.
Jason has helped me significantly with my retirement plans over the years. He has helped with any Centrelink issues that have come up over the years. Jason always responds whenever I have reached out for information or advice regarding my retirement funds and I would highly recommended Jason to anyone needing financial, Centrelink or retirement advice.
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2008
- Years of experience 15
- Graduate Diploma of Financial Planning
Evolution Business & Personal AdvisersUnit 1, Suite B2, 335 Hillsborough Road
Warners Bay, NSW 2282
- 9:00am – 5:00pm Monday – Friday
- In person
Count Financial Limited