Jason Weir

Greater Brisbane Financial Services Pty Ltd

Gold
16 Yrs Experience
Albany Creek, QLD 4035
At Greater Brisbane Financial Services we are proud to offer a broad range of advice, either personally or in conjunction with our referral partners. We are passionate about offering new and existing clients an uplifting service tailored to your personal and/or business needs, goals & aspirations. Jason is happy to accommodate appointments in your home or at your favourite local cafe, at a time convenient to you.  Initial and strategy consultations (if required) are at no cost to you. A quote for our advice and implementation fees will be provided after initial discussions, and only when you are comfortable to move forward with us and the direction of our advice, will fees apply. Areas of advice can include:  * Superannuation * contributions, investment and product advice (which can include industry, government & retail super funds) * Transition to Retirement strategies and Pensions * Personal insurance * Life insurance, Total and Permanent Disablement (TPD) insurance, Income Protection and Trauma insurance. We can recommend on a number of insurers and how to structure the premiums both inside and outside super * Managed investment portfolios * Estate planning * Wills and Power of Attorneys * Business planning and strategy * Self Managed Super Funds * establishment, business/residential property transaction advice, investment and business planning advice * Referral to our lending partner for home and investment property lending    To find out more please visit our website www.gbfs.com.au

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 40
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Greater Brisbane Financial Services Pty Ltd

45 Kingfisher Street
Albany Creek, QLD 4035

Opening hours

  • 12:00pm – 5:00pm Sunday
  • 8:00am – 7:00pm Monday – Friday
  • 9:00am – 5:00pm Saturday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.80
40 Reviews
5
4
3
2
1
4.90
Clear communication
4.75
Knowledge & expertise
4.75
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 40

Sort by

5.00

"Jason has given me advice on retirement strategies which included insurance, superannuation, upcoming pension planning and trust allocations. I have found Jason to be confident and thoroughly professional. I find Jason to be very knowledgeable and experienced when explaining complex strategies in a way i could understand."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Jason has given me advice in areas of 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."

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

"Jason has consistently given us comprehensive and well researched advice, always explaining things in a clear way and taking the time to answer all manner of questions. Jason's advice and support helped us through some big financial decisions and we never felt pressured to take his advice or recommendations. We are only a small client but Jason has always gone out of his way to accommodate us and is very flexible with meeting times and locations."

  • Insurance Protection
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jason has given me clear advice with insurance explaining them to me in terms I understand. Always friendly and contactable at short notice. Jason is highly experienced in the insurance industry and is only interested in the best outcome for his client. Highly recommended."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jason is very knowledgeable and a trusted advisor."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Jason gave great service and was most helpful. I would not hesitate in recommending him."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been working with Jason for a number of years now. He demonstrates a sound knowledge of the investment, mortgage and insurance industry. Jason continues to provide new and achievable solutions to our perceived problems. I am especially happy with Jason's use of graphs and diagrams to explain complex scenarios."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jason responds promptly and is very aware of our needs. His explanation and demonstration of our circumstances is exactly what we wanted. We feel comfortable with his conservative and non-agressive approach to investment."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very easy to talk too. Good knowledge of products."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Well ,looking for a true adviser throughout my 44 yrs of business i finally found Jason. He has achieved in the past few years outcomes other advisers claimed too hard to try. If only we were together 20 yrs ago.Jason is the real deal and is the only adviser i would recommend"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 40

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
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Financial Services Training and Assessments (FSTA)
Completed
2006

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Jason's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Jason able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Jason's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Jason to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Jason?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Jason provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Jason may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Jason Weir
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens