Jason Barr

Evolution Business & Personal Advisers

16 Yrs Experience
Warners Bay, NSW 2282

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


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Any or all potential costs are outlined prior to proceeding with any advice recommendations.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Evolution Business & Personal Advisers

Unit 1, Suite B2, 335 Hillsborough Road
Warners Bay, NSW 2282

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone

Licensed by

Count Financial Limited

AFSL 227232