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Jed Atkinson

Wealth Matters

Bronze
7 Yrs Experience
Caboolture, QLD 4510

As a financial advisor, my primary focus is helping my clients achieve their financial goals.

I work with individuals, families, and small business owners to create personalised financial plans that take into account their unique circumstances and objectives. Whether you are saving for retirement, planning for your child's education, or looking to protect your assets and secure your financial future, I am here to help you navigate the complex world of personal finance and make informed decisions about your money.

With a strong background in economics and finance, and a commitment to ongoing professional development, I am well-equipped to provide you with the expert guidance and support you need to achieve financial success.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Socially Responsible
  • 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 2017
  • Years of experience 7
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Wealth Matters

Unit 6, 3 Annie Street
Caboolture, QLD 4510

Licensed by

Lifespan Financial Planning

AFSL 229892