I am a fully accredited Financial Planner and SMSF Specialist Adviser with over 18 years’ experience in the Financial Services industry.
I provide my clients with specific, well-considered strategic advice on:
- Wealth accumulation
- Superannuation & Self-Managed Super Funds
- Investment portfolios
- Personal insurance
- Taxation & cash-flow management
- Retirement planning
- Business succession planning
- Aged Care
- Estate Planning
My clients love the clarity we provide around their financial position, the control they get back over their financial future and how well we collaborate with their other advisers (accountants, lawyers etc.) on achieving their overall personal and financial goals.
I am based on the bayside but also meet clients around Brisbane at their accountant’s office.
Please give me a call on 07 3338 8966 to make an appointment.
We have always been a 'fee for service' firm, meaning you know exactly what our services are and what our fees will be.
It was good to have a financial health check with Jason. I was given some great tips and steered a little in the right direction. A family member also did a similar thing and is extremely happy with Jason's service. A good honest and down to earth attitude, I will highly recommend Jason's service to my friends.
My wife and I meet with Jason seeking advice on superannuation and retirement strategies. We found him very knowledgeable and excellent in explaining our options. He has a friendly nature and made us feel very comfortable discussing our options going forward. Highly recommend.
With any good business, service starts at reception, and Kim was excellent at explaining Jason's services. Jason got me to go through what my needs will be in retirement and on his white board showed me what I can and can't do. What I liked was his friendly and professional nature, and the use of the white board to illustrate what Jason was explaining to me. The whole meeting left me feeling far more confident and with a lot more knowledge than when I went in. Thank you, Kim and Jason, well done.
Clear and easy to understand advice and summary of what i can do. Very highly recommended.
Jason was a great help assisting us navigate super and tax planning matters.
- Adviser status Gold
- Number of reviews 53
- First year providing advice 2015
- Years of experience 8
- Master of Business (Applied Finance)
- Master of Business (Professional Accounting)
Flow Financial Planning Pty LtdUnit 2, 169 Florence St
Wynnum, QLD 4178
- 8:30am – 5:00pm Monday – Friday
Australian Unity Personal Financial Services Ltd