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Jason Rosewarne

Praescius Financial Holdings Pty Ltd

Gold
18 Yrs Experience
Parap, NT 0820

Raised in regional South Australia, I initially commenced in the finance industry as a Bank Teller after completing high school. I transitioned into Financial Planning after moving to Perth in 2001, before, following my initial role as an Administration assistant specialising in Self-Managed Superannuation Funds, I further developed my knowledge through ongoing education including the Advanced Diploma in Financial Services, as well completing a Bachelor of Business, majoring in Finance.

Along with a variety of advisory and technical roles throughout my career, my experience includes owning and operating my own financial planning practice in Perth before joining the Praescius Darwin team. This experience has enabled me to become a proficient Financial Planner with a broad knowledge base in all areas of financial planning, and a keen interest in Wealth Accumulation and Retirement Planning.

De-constructing the complex nature of financial planning, and transforming it into a simple, easy to understand approach that enable clients to reach their full financial potential is something that I value, and is at the centre of each and every interaction I have with my clients.

Outside of work, you’ll find me spending time with my wife and kids, searching for new camping locations, and exploring an ever developing interest in photography.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

At a glance

  • Adviser status Gold
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Bachelor of Business (Finance)
  • Language spoken
    • English

Praescius Financial Holdings Pty Ltd

Suite 1-3, 34 Parap Rd
Parap, NT 0820

Meeting methods

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

Licensed by

Praescius Financial Holdings Pty Ltd

AFSL 486455