Jason Cook

Presidio Group

Silver
16 Yrs Experience
Woolloongabba, QLD 4102
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

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

My fees

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

The 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 Silver
  • Rating 4.85
  • Number of reviews 36
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Presidio Group

Level 1, 32 Logan Rd
Woolloongabba, QLD 4102

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

4.85
36 Reviews
5
4
3
2
1
4.90
Clear communication
4.75
Knowledge & expertise
4.95
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 36

Sort by

4.75

"Jason has given my wife and I advice for almost 20 years. We both feel very comfortable while meeting with Jason and his team at WB Financial. We both feel very confident that the advise given at the time has been right for our needs."

  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been a client of Jason and his team for nearly 10 years now. We initially started off utilising his team's lending services to fund our real estate purchases, and progressively transitioned into their financial advice and SMSF management services, as well as insurance services. With their support, we have achieved great success with our wealth creation and risk minimisation objectives. Their team is always easily contactable for assistance/advice, and they are also prompt in delivering any promised/required services. Their personalised approach and attention is key to our success, as it provides us with the required knowledge and confidence for us to pursue investments towards realising our dreams. We have highly recommend them to all our family, friends and colleagues, and would envisage that we will continue working with him and his team for many more years to come."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I've been a client of Jason's for over 10 years now and have referred friends to him. Always gives good and measured advice aswell as helping me with solutions and ideas."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jason has given me advice in areas including loan products, self managed super funds and managing debt. Jason was usually able to explain things to me in a clear way. Through Jason's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Jason's full care and attention when I needed it.'"

  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jason is a great listener and has a broad knowlege base that enables him to put our needs into action"

  • Managing Debt
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jason has provided clear advice and options in respect to our overall financial planning. The advice is easy to understand, in a complex setting with discussions within SMSF, outside SMSF, budgeting, borrowing. Jason Is always well prepared and offers options available to us, pending on our needs which have changed recently. He has the ability to communicate clearly and ensure all areas are understood before agreeing to actions. I recommend him highly."

  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jason has given me advice in areas including loan products, self managed super funds and managing debt. Jason was usually able to explain things to me in a clear way. Through Jason's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Jason's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jason is a fantastic adviser. Willing to be a sounding board for ad hoc personal investment decisions outside his of his remit or just to help bring you back to remembering your ultimate strategy. He is very flexible and understanding that preferences for investment change and takes his time to respond to questions. His team has also secured great borrowing rates for us."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jason has provided excellent guidance and advice as I plan for retirement in a few years time. He communicates well and is genuinely interested in ensuring he understands your needs so that he can provide the best advice. He has helped shape and diversify my portfolio within my SMSF and I am confident we have a robust strategy in place to manage through this period of economic challenge and uncertainty."

  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Jason and his team have turned things around for us financially through their guidance, knowledge and advice. As we are nearing retirement, we thought it vital that we find the person that suits our needs and Jason certainly has done that."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 36

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2005

Certificate IV in Financial Services

Level
4 - Certificate IV
Institution
Finance and Related Services Training Academy (FARSTA)
Completed
2009

Professional Memberships

SMSF Association (SMSF)

Membership type
Associate
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