As a Leader and Certified Financial Planner, I have a strong passion for my industry and the privileged position we hold. With this comes great responsibility as clients come to us with what is their life’s work and ask us to help them navigate through the options and work out what’s best for them.
I have extensive experience in cash flow management, superannuation, risk management, investment planning and high-level strategic planning. I have structured advice businesses, developed systems, processes, while creating and growing revenue to ensure the continued business viability in what is a very competitive environment.
My specialties include:
- Financial Planner
- Leadership and Team Building
- Presenter, Coach and Mentor
- Team Management
- Business Builder
- Product Design and Development
- Certified Financial Planner
Leveraging off my maturity, confidence and passion for advising, I maintain a flexible yet outcomes-driven approach. After working together, many clients and peers say that I give them the confidence to move forward, deliver on what was promised and am always reliable. Knowing I have made a difference in people’s lives is something that I strive for and helping others was one of the key reasons for getting into financial services.
- Graduate Diploma of Financial Planning – Kaplan
- Certified Financial Planner (CFP®) – Financial Planning Association
- Self-Managed Superannuation Accredited (SMSF) - Kaplan
- Advanced Diploma of Financial Planning – Tribeca
- Diploma of Financial Services (Financial Planning) – Securities Institute of Australia
Here at Infocus we pride ourselves on doing the things you know you need to do, in a time frame you otherwise wouldn't, through accountability, execution, processes and education. Our clients become advocates of what we do and often refer many of their family and friends to get sorted in the same way they have.
When you come in for your no obligation first chat and a coffee, we are just interested to learn about who, understand what’s important and get to the heart of what areas you need to focus on. During this meeting we will see if we are in a position to add value while also ensuring we can work together now and on an ongoing basis.
So, get in touch and we can see how we can add value!!
I am always happy to receive Jason's guidance, his friendly disposition and knowledge base make me comfortable to reach out for his opinion, of which I value, in money and other matters. Jason is prompt to return emails and phone calls, I trust his advice and have recommended Jason to others for financial questions.
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.
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.
- Adviser status Gold
- Number of reviews 8
- First year providing advice 2003
- Years of experience 20
- Graduate Diploma of Financial Planning
Infocus AdvisorySuite C, Level 18, 127 Creek St
Brisbane City, QLD 4000
- 9:00am – 5:00pm Monday – Friday
Infocus Securities Australia Pty Ltd