Jason McGregor

THE PROFESSIONALS ADVICE GROUP PTY LTD

Gold
12 Yrs Experience
Mermaid Beach, QLD 4218
I believe that when you take control of your financial future you will have additional time and resources to pursue your personal life goals. I have over 15 years’ experience in the finance industry here in Australia and in the UK. This experience has taught me that conflicted advice is very common in the industry. I believe that the only way true financial advice can be given is if an adviser is acting in the best interest of the client. This way you are able to show all the options available and help choose the ones that are right for the client without being influenced.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 5
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

THE PROFESSIONALS ADVICE GROUP PTY LTD

7 Bondi Ave
Mermaid Beach, QLD 4218

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Affinia Financial Advisers Ltd

AFSL 237857

4.95
5 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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

"Jason has built a structured and achievable plan which has helped to inform and focus our financial decision making. He is always focused on ensuring that our plan and decisions support our life goals, and the decision to give Roskow a call to meet with them was one of the best we've ever made."

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

"He was very professional, approachable and friendly. He was very knowledgeable in his subject matter gave me every confidence and would return to him again soon when i am a bit older."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

Qualifications & Training

Self Managed Superannuation Fund (SMSF) Adviser (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2020

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2013

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2009

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2014

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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