Jason Weir profile photo
4.80
40 Reviews

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
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