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Jason Kirk

Alman Partners Pty Ltd

Gold
22 Yrs Experience
Brisbane City, QLD 4000

Jason Kirk | CFP® Professional, SMSF Specialist Adviser, GradDip. App.Fin&Inv, B.Econ | Partner & Financial Adviser

Jason joined Alman Partners in September 2020 as a Senior Financial Adviser, to manage and grow our presence in South East Queensland. Bringing with him over 25 years’ experience, Jason has a vast amount of knowledge in the wealth management and financial services sectors.

Providing professional and quality financial advice to his clients is at the heart of what drives him on a day-to-day basis. Jason loves what he does and is extremely passionate about helping his clients achieve all that is important to them. Having managed his own financial planning firm, Jason has a thorough understanding and appreciation of what goes on behind the scenes in creating world-class investment solutions for his clients. In 2021, joined the Alman Partnership. Jason currently sits on both the Alman Partners’ Investment and Compliance Committees.

ASIC Rep. No. 000275916.

Is your financial situation complex? Are you time-poor but want to invest for your future while ensuring your capital is working as hard as you? Alman Partners’ holistic financial planning services may be for you...

Since our establishment in 1985, we have been leading, educating, and inspiring our clients and community to make smart financial decisions, in line with what matters most to them in life.

As an independent, award-winning firm acting as your fiduciaries, you can rely on us to provide advice that is in your best interests. We are not licensed through the providers of financial products, which allows our firm the objectivity to select the most appropriate solutions available market-wide. Holding our own Financial Services Licence gives us greater capacity to put clients first, effectively removing potential conflicts of interest. We are pioneers in the industry, offering a fee-for-service model that provides clients with exceptional transparency and wholesale investment solutions.

Our services are tailored to help individuals and families with higher levels of equity secure their long-term financial future. We work closely with our clients to guide them through all aspects of their financial journey through life, assisting them to achieve their goals and deepest held values, and therefore their own ‘True Wealth.’

Further, we provide our clients with confidence, that no matter what happens in the markets, economy, or the world, they have a high probability of achieving their most important goals.

With facilities for face-to-face meetings in Mackay or Brisbane, we also have the ability to meet anywhere in the world using Video Conferencing.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies

At a glance

  • Adviser status Gold
  • First year providing advice 2003
  • Years of experience 22
  • Highest qualifications
    • Graduate Diploma of Applied Finance and Investment
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Alman Partners Pty Ltd

Capita Building, Level 18, 307 Queen St
Brisbane City, QLD 4000

Opening hours

  • 8:00am – 4:30pm Monday – Thursday
  • 8:00am – 3:30pm Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Alman Partners Pty Ltd

AFSL 222107