Jason Cook
Intergrate Finance
I am a firm believer that there is a strong, long-term relationship between Financial Advice and the achievement of lifetime goals and objectives. That is, everyone can benefit from having a financial “coach” to assist them in moving towards financial independence. This is best achieved with constant communication and monitoring so that the client has a good understanding of the strategies and how they are tracking.
-
Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchThe initial Discovery Meeting is an opportunity for you to discover things about how I can assist you to achieve the things that are important to you. Importantly, it's an opportunity for me to learn about your circumstances and to see if I can assist you. My fee structure is based on a ‘best fit’ relationship; and one of great trust.
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 42
- First year providing advice 2006
- Years of experience 18
-
Highest qualification
- Diploma of Financial Services (Financial Planning)
-
Language spoken
- English
Intergrate Finance
Level 1, 32 Logan Rd
Woolloongabba, QLD 4102
WB Financial Australia
Windsor Bartholomew House, Level 1, 32 Logan Road
Woolloongabba, QLD 4102
Presidio Group
Level 1, 32 Logan Rd
Woolloongabba, QLD 4102
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
-
In person
-
Phone
-
Video call
Licensed by
Infocus Securities Australia Pty Ltd
AFSL 236523
