Jason Atkins

Infocus Advisory

Silver
19 Yrs Experience
Brisbane City, QLD 4000
When people ask me what I do, I'm proud to say that I provide my clients with options that are in their best interest. I can do this, because not only am I a financial adviser; I am one of less than 40 truly independent financial advisers in Australia. I operate without conflict. This opens up many questions especially from colleagues. I fly this flag so proudly as I want to be in a position to explain to my clients every option they have and not just focus on product sales. Instead I adopt a detailed strategic overlay of their total financial position. This allows me to put the clients in a position where it makes their life easier, provides greater confidence in me and our firm and importantly they continue to grow and learn. We focus just as much on educating our clients as we do in developing their strategy. I am client obsessed. What I mean by this is that I treat every client as if they were my last as I am hired by delivering on what I promise and is something I hold close to heart. My passion is having the ability to make a unique difference financially through every client encounter. This is what has motivated me to pursue a lifelong career in this profession. The above is supported by my own philosophy, that financial advice has to be free of all conflict of interests. I also believe that if you want something done right, you go to an expert you can trust. My Goal: From the beginning, my key motivator was to help more Australians receive honest, independent, quality advice. I've held true to that today, operating as an independent financial adviser, with raving fans as clients who value what I do for them, as I treat them as people , not just as a number with not enough zero's at the end.

Expertise

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.80
  • Number of reviews 7
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Infocus Advisory

Suite C, Level 18, 127 Creek St
Brisbane City, QLD 4000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

4.80
7 Reviews
5
4
3
2
1
4.65
Clear communication
4.65
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Transitioning into retirement and the decisions made on how to best achieve this milestone in life, leaves little room for error and a large amount of trust in the person/s providing and executing the investment advice and plan. Jason has both built and maintained this trust and level of confidence to plan, implement and continue to advise on our retirement plan."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I have had nothing by exceptional service and support from Jason. He is always available, relays information to us in terms we understand and is totally transparent."

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

"Jason is a very approachable and empathetic adviser who I would highly recommend for someone needing advice on their full range of issues relating to the transition from full time work options. His advice is clear and easy to understand and he provides you with clear explanations of the different options available to you and the reasons both for and against each option. He works with you to achieve your financial goals. Extremely highly recommended."

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

"We have been dealing with Jason for approximately 3-4 years now and have found him to be well pronounced, astute , knowledgable and has always given us a sense of comfort in all our dealings. We have no hesitation whatsoever in recommending Jason to friends and have done so in the past without concern."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2005

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2011

Self Managed Superannuation Funds (SMSF)

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

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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