Jason Atkins

Senior Financial Adviser | K Point Wealth

I believe financial advice is a privilege built on trust. Clients bring us their life's work and ask for a clear path forward — and I take that responsibility seriously.

With deep expertise across cash flow management, superannuation, risk management, investment planning and strategic advice, I've spent my career helping individuals and families build confidence in their financial future. Beyond client work, I've structured advice businesses, built scalable systems and processes, and driven sustainable growth in a highly competitive industry.

Areas of focus:

• Financial Planning & Strategic Advice
• Leadership, Coaching & Team Development
• Business Building & Presentation
• Product Design and Development

Clients and colleagues consistently describe working with me as reliable, outcomes-driven and empowering — I deliver on what I promise and give people the confidence to move forward. Making a genuine difference in people's lives is why I got into this profession, and it's still what drives me today.

Qualifications

• Graduate Diploma of Financial Planning — Kaplan
• SMSF Accredited — Kaplan
• Advanced Diploma of Financial Planning — Tribeca
• Diploma of Financial Services (Financial Planning) — Securities Institute of Australia
• Accredited Aged Care Professional – Aged Care Steps

About K Point Wealth

We help clients do the things they know they need to do — in the timeframe they otherwise wouldn't — through accountability, structured processes and education. It's an approach our clients believe in enough to share with their own family and friends.

Your first conversation is obligation-free — just a coffee and a chat about where you are, what matters most, and where the opportunities lie. From there, we'll be honest about whether we're the right fit to work together, now and into the future.

Get in touch — let's find out how we can help.