WHAT DO I DO:
I provide ongoing advice and guidance to ensure my clients retire on their terms.
As a Certified Financial Planner (CFP) with Insight Financial Advisers, I have provided ongoing peace of mind to hundreds of clients primarily on the Gold Coast and interstate since 2002.
Seeking professional advice to help achieve these goals is an important investment in your future. I am committed to working with my clients to help them define their goals and design a personalized financial plan to meet their needs.
WHO DO I WORK WITH:
I work predominantly with clients aged between 50 and 65 that recognize the need to make the most of their remaining years in the workforce and structure a plan to suit their lifestyle through retirement.
WHAT ARE MY CREDENTIALS:
I have worked in financial services since 1997. After five years working with a boutique practice in Sydney I joined the Bridges Gold Coast office in 2004 which has recently branded as Insight Financial Advisers.
I have completed the Diploma of Financial Planning through Deakin University and I am a Certified Financial Planner professional with the Financial Planning Association of Australia (FPA).
As an Authorised Representative of Oreana Financial Services, I am able to assist clients in the area of:
\> Superannuation strategies
\> Retirement planning
\> Tax effective investment strategies
\> Salary packaging
\> Life insurance (life, TPD, trauma, income protection, business expenses)
\> Estate planning
Backed by a team of leading research analysts, I provide clients access to a range of leading Australian and international fund managers as well as listed investments. I am committed to building long-term relationships with my clients by providing them with appropriate professional advice and personal ongoing service.
Jason is friendly, efficient and professional. I am confident in recommending his services.
Jason is efficient, prompt with responding to enquiries and extremely helpful and knowledgable. I would highly recommend him.
My wife and I have been a client of Jasons for many years. We have found him approachable and knowledgeable at all times. He has a very caring attitude and takes a very personal interest in our investments, etc but also ensures we enjoy a good lifestyle. We would have no hesitation in recommending him to our friends and family.
Have been with Bridges for quite a few years with Jason in particular since he took over. He has steered us in the right direction and now that we have retired 500 odd kilometres away that service has continued. We are very confident in having Jason look after our affairs as we settle down to enjoy retirement.
Jason has been our financial adviser, in the true sense of the term, for about fifteen years. In fact we began with Bridges over twenty-five years ago and he is the third person to have secured our trust in these important matters. His amiable disposition sits extremely well with his professionalism, and the two combine to ensure he will remain our guide, and friend, for many years to come.
- Adviser status Gold
- Number of reviews 22
- First year providing advice 2002
- Years of experience 21
- Certified Financial Planner (CFP)
Insight Financial Advisers20 Lake Orr Dr
Varsity Lakes, QLD 4227
Oreana Financial Services Pty Ltd