Jason Calleja

I help time-poor professionals tackle the financial challenges life throws at them. From career change to retirement planning, relationship separations, redundancy, funding kids’ education or planning for parents moving into aged care. I’ve worked closely with the founding directors at FMD Financial for almost a decade, providing strategic and investment advice to our clients.

Building wealth takes time and requires a focused effort along with strong technical knowledge in areas like superannuation and investment markets where opportunities and legislation change all the time. I advise busy executives, who are masters of their own domains, however don’t always have the time, expertise or interest to manage their money to build wealth. They understand the value of outsourcing that effort to a professional and I enjoy taking the weight off their shoulders.

I develop long-term relationships with my clients and they value knowing they’re not alone in planning for the future and protecting their family. I see myself as a personal financial coach for the long haul, supporting clients with the latest information and strategies to manage their money and build wealth. One of the things they value most is regular reviews and reports to check in and see how they’re tracking, so there’s no more second-guessing their financial path.

If you’re ready to get strategic about building wealth and appreciate expert advice, come in for a chat over coffee (our office is located on the corner of Collins & Queen streets) to see how I can help.

My background

I joined FMD Financial in 2008 and have worked closely with the founding directors for the best part of a decade, providing strategic and investment advice to our clients. I’m a degree-qualified Certified Financial Planner (CFP) with a B.com, Accounting.