Jason Cook

WB Financial Australia

17 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.


  • 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 4.89
  • Number of reviews 42
  • First year providing advice 2006
  • Years of experience 17
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • 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

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

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523