Specialising in helping people
A highly experienced financial advisor with an Advanced Diploma of Financial Planning, level 6 certificate in UK Pension Transfer & Planning Advice, Qualified Financial Adviser (QFA Institute of Banking Ireland) and other qualifications in self managed super, funds, pensions and retirement. With over 15 years of demonstrated experience, and extensive knowledge in the finance industry, I am instrumental in providing vital information to support my national and international clients achieve the most of their pensions and investments.
Highly skilled in cross-border financial planning, with qualifications that are relevant to the UK, Ireland and Australia. It is through the reliable and accredited companies Shartru Wealth Management and Imperius Wealth , that I can deliver such high quality support to create successful outcomes every time and exceed the client’s expectations. Renowned for my understanding of the financial industry across several countries.
I successfully assist my clients with the management of a range of financial sector segments including, but not limited to, retirement planning, international pension analysis, investments, inheritance, savings, life assurance, critical illness cover, multi-jurisdictional estate planning and international wills.
If you are planning an international move, or have already done so, I welcome the opportunity to discuss with you, how to maximise the benefits of your pension, investments and financial planning situation.
Moving five separate pension funds from the UK to Australia is a complex and bureaucratic process. Jason guided me through this with knowledge, energy, and balance. I have been very confident of his approach which has been well-informed and comprehensive . I also really appreciated the pieces of added value advice he provided for example on the right accounting firms.
My dealings with Jason to date have been informative, professionally handled and have given me a better understanding of what my pension options are. He is very thorough in his profession and is always available to answer any questions I might have.
- Adviser status Bronze
- Number of reviews 2
- First year providing advice 2018
- Years of experience 5
- Advanced Diploma of Financial Planning
Shartru Wealth Management Pty Ltd14 Macquarie Street
Belmont, NSW 2280
Shartru Wealth Management Pty Ltd