Jason McLaren

FLOW FINANCIAL PLANNING PTY LTD

Gold
7 Yrs Experience
Wynnum, QLD 4178

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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

We have always been a 'fee for service' firm, meaning you know exactly what our services are and what our fees will be.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 43
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualifications
    • Master of Business (Applied Finance)
    • Master of Business (Professional Accounting)
  • Language spoken
    • English

FLOW FINANCIAL PLANNING PTY LTD

Unit 2, 169 Florence St
Wynnum, QLD 4178

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459