Jason Rosewarne

Raised in regional South Australia, I began working in Financial Planning after moving to Perth in 2001. 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 also includes owning and operating my own financial planning practice. My 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.