Jason Reynolds

Action Wealth

Gold
10 Yrs Experience
Melbourne, VIC 3000
My value to you will be delivered by ensuring the following factors are managed to an industry leading standard: Organisation - I will help bring order to your financial life, by assisting you in getting your financial house in order (at both the ‘macro’ level of investments, insurance, legacy planning, taxes super and cash ?ow). Accountability. I will help you follow through on financial commitments, by working with you to prioritise your goals, show you the steps you need to take, and regularly review your progress towards achieving them. Objectivity. I bring insight from the outside to help you avoid emotionally-driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information needed to make an informed decision. Proactivity. I work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time. Education. I will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice. Partnership. I will help you achieve the best life possible by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf and o?er transparency around our costs.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 9
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Action Wealth

Level 7, 488 Bourke Street
Melbourne, VIC 3000

Opening hours

  • 8:00am – 8:00pm Monday – Friday

Licensed by

Assetplan Financial Services Pty Ltd

AFSL 229613

4.85
9 Reviews
5
4
3
2
1
4.85
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"Jason was extremely prompt and helpful with out superannuation and insurances. He provided alternatives of each so we could select which best suit us. His attention to detail is excellent and my wife and I are reaping the benefits of Jason's knowledge."

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

"Jason has given my wife and I advice in areas including home refinancing, superannuation, insurance and investments. Jason is always able to convey his message and suggestions clearly and patiently (some of us need it!). Through Jason's knowledge and experience, I feel very confident that the advice given was right for our needs and has assisted to set up our financial future whilst also strengthening our current position. Jason regular updates and communication also help to maintain flexibility when needed and allow for continued growth through health check and adjustments."

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

"Jason has given us advice on budgeting, refinancing our home loan, life insurance, shares and superannuation. Jason is always available on the phone and email and makes managing our finances easier. He is easy to understand and is very thorough in his review and advice."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jason is a great check in for my personal financial management. He provides great advice and support when i am making decisions helping me thinking through the short, medium and long term options and implications."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Jason responds quickly to queries."

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

"Very organised. Has transformed our financial structures. I’m confident Jason has our best interests in mind. He is very transparent in his dealings which is important for us"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jason cleaned up our finances & gave us direction for the future."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jason explains things clearly so we can understand our position and make decisions accordingly. We would recommend him to people looking for sound, down to earth, financial advice."

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

"Jason provided us with practical advice tailored to our circumstances in an easy to understand manner. I feel confident in the financial strategies and products that he has recommended."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2012

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Tasmania (UTAS)
Completed
2005

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Certificate in Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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