Jason has been involved in the financial planning industry since 2006. He prides himself on having an exceptionally conscientious work ethic with a genuine desire to understand his client’s needs.
He brings honesty, integrity, commitment to task and a friendly, can-do, co-operative outlook to assisting his clients.
With a solid and secure personal base, and a motivated and positive attitude, Jason is committed to constantly improving his knowledge and skills.
In 2021, Jason completed his Retirement Living and Age Care Specialist™ accreditations, enabling him to provide expert advice in the areas of Residential Aged Care, Home Care, Pension entitlements and Retirement Living.
Since then, Jason has assisted countless senior Australian's and their families to to navigate the often complex journey to Aged Care, empowering with the knowledge, tools and financial advice to provide the best possible outcome for each individual.
Prior to working as a financial adviser, Jason worked as a police officer for 13 years in the NSW Police Service.
Away from work, Jason is involved with his two daughters’ various musical exploits and enjoys watching his children develop to their full potential.
Jason has made a difference to our lives since being able to sell our home and move into an over 55's village. He has set up a financial management plan where we are able to have extra money coming in on a regular basis, which is very comforting in these challenging times. He is very easy to talk to and understands our situation, leaving the final decisions to us. We have every confidence in Jason's guidance, and thank him sincerely for his support.
Jason has been our financial adviser for several years and has guided us through our transition to retirement and now full retirement. We have always found him to be very professional and knowledgeable. We look forward to our meetings as he is very approachable and makes us feel very comfortable during our discussions. Jason always takes the time to ensure that we fully understand the results of our investments and ensures that he understands our goals for the future year. He is a great communicator and makes himself available if we have any questions outside of our meetings. We have no hesitation in recommending Jason to anyone. He is also well supported by a great team at RFA.
My husband and I have had Jason as our financial adviser for several years now. He has advised us through our retirement and we would recommend him to all we know just an approachable person and understanding of our needs only a phone call away 😁
Jason Matthews is such a nice guy, friendly, obliging and very knowledgeable. He never rushes with meetings and takes the time to make sure that you understand the procedures in progress. Jason always makes himself available to answer questions, he goes out of his way to help with matters you are unsure of and head you in the right direction.
Jason is very professional and communicative young man who I have always found to be generous with his time to address any concerns that I may have with his honesty and expertise. Overall he is a good bloke.
- Adviser status Gold
- Number of reviews 8
- First year providing advice 2007
- Years of experience 16
- Bachelor of Business (Finance)
Richardson Financial AdvisorySuite 5, 12 King St
Warners Bay, NSW 2282 The Exchange, 98 Macquarie St
Dubbo, NSW 2830
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Capstone Financial Planning Pty Ltd