I have been in the financial services industry for over 10 years. I have extensive knowledge and experience within the industry.
Prior to starting my own practice, Linked Financial Services in 2013, I was the national manager for a large independent financial planning practice.
I am all about looking at what is right for the client, ensuring that the interests of what the client wants to achieve is the primary objective, wanting to work with the clients and make sure they are involved from initial stages right to the end.
As a client, you will be taken through the process in an easy step-by-step manner and he will ensure you are comfortable throughout.
Whether it be a simple enquiry or a more specific strategy you are after, we are very happy to talk to you about the options available.
The advice process at the firm is unique, innovative, relationship-driven, transparent and pro-active. Our approach is centred on knowing what is important to the client. Once this is realised our speciality is to develop a financial plan showing the best path to help achieve what’s important.
I believe in the principles of hard work, integrity, honesty, loyalty, and dedication and we understand that while our clients know how to generate income, our objective is to help them make their income work more efficiently.
We work with our clients to tailor a plan around what they need.
Jason has been extremely helpful in helping me with my financials. He is very easy to deal with and is extremely knowledgable. He always takes the time to answer any queries I have and has been very effective structuring my savings. I have complete confidence in recommending him to anyone.
Jason has looked after me for several years now and has always done a great job.
From step 1, Jason was professional, knowledgeable, thorough and willing to work with our needs. He is very approachable, and happy to explain complicated concepts until they are understood. We feel very secure in the decisions we have made for our future. Would recommend his services to everybody.
Extremely happy with Jason's professionalism, expertise and advice to date in regards to our personal insurances. We have since also referred several potential clients to him accordingly as well.
- Adviser status Silver
- Number of reviews 4
- First year providing advice 2011
- Years of experience 12
- Advanced Diploma of Financial Planning
Linked Financial Services93 Camberwell Cct
Robina, QLD 4226
- 8:00am – 5:00pm Monday – Friday
Boston Reed Pty Ltd