Jason Cook
WB Financial Australia
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.
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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
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Adviser status
Silver
- Rating
- Number of reviews 42
- First year providing advice 2006
- Years of experience 17
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Highest qualification
- Diploma of Financial Services (Financial Planning)
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Language spoken
- English
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
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In person
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Phone
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Video call
Licensed by
Infocus Securities Australia Pty Ltd
AFSL 236523
