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Jason Eldridge

Aligned Wealth

Bronze
21 Yrs Experience
Mount Pleasant, QLD 4740

I am a financial planner with nearly 21 years’ experience helping individuals, families, and business owners make confident, informed decisions about their future.

I founded Aligned Wealth to provide advice that’s clear, practical, and shaped by each client’s values and goals.

My process keeps clients engaged, informed, and able to visually track their progress. I hold a Graduate Certificate in Financial Planning and am passionate about making financial advice simple, empowering, and genuinely helpful, so clients can focus on what matters most and build a secure, fulfilling future with clarity and confidence.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2004
  • Years of experience 21
  • Highest qualification
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

Aligned Wealth

54A Phillip St
Mount Pleasant, QLD 4740

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Discovery Wealth Pty Ltd

AFSL 543808