Jason Ball

Insight Financial Advisers

Gold
20 Yrs Experience
Varsity Lakes, QLD 4227

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

\> Stockbroking

\> 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.

Expertise

  • Superannuation
  • Retirement & Pension
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 22
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Insight Financial Advisers

20 Lake Orr Dr
Varsity Lakes, QLD 4227

Licensed by

Oreana Financial Services Pty Ltd

AFSL 482234