Jared Painter

Jp & Jp Financial Services Pty Ltd

4.95
5 Reviews
Silver
9 Yrs Experience
Cheltenham, VIC 3192

Recent reviews

Jp & Jp Financial Services Pty Ltd

Office 9, 1253 Nepean Highway
Cheltenham, VIC 3192

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 5
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Expertise

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

Licensed by

Vivid Financial Planning Pty Ltd

AFSL 478937

4.95
5 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"Jared has helped me understand how to move from the lifestyle I have to the lifestyle I desire, especially when considering how to achieve the lifestyle I want during retirement. He always took the time to understand what difficulties I was having and recommending strategies to overcome these difficulties. He has also made very useful recommendations to other trusted advisers such as an accountant who helped me when I needed help. I highly recommending seeing Jared to help you get to where you would like to go. Michael"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jared is fantastic! Over the years he has given us advice in multiple areas of finance. From diverse investment strategies to insurance and managing debt, Jared was consistently able to advise and explain things to us clearly and effectively. With Jared's knowledge and experience, I'm confident we are receiving excellent financial advice. Always approachable and there for us, Jared comes recommended without reservation!"

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jared has given me professional and targeted financial advice in a number of different areas. His level of service and knowledge of financial products is exemplary. I have no hesitation in recommending him to anyone."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Redundancy
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jared has provided professional & timely advice to me in relation to personal insurances and superannuation products. I appreciate his patience and complete follow up on all matters."

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

"Jared has a wealth of knowledge and is very easy to communicate with. He makes sure to explain things in a way that I can understand without making me feel lost in jargon. Jared has a great understanding of the stock market and I feel very confident turning to him for investment advice."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Business Administration

Level
9 - Masters Degree
Institution
National Cheng Kung University
Completed
2020

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Integrity Education Group
Completed
2014

Diploma of Finance and Mortgage Broking

Level
5 - Diploma
Institution
The National Finance Institute (NFI)
Completed
2014

Bachelor of Business

Level
7 - Bachelor Degree
Institution
University of the Sunshine Coast (USC)
Completed
2004

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
International Institute of Technology (IIT)
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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