Jackson Dongray

Aspen Corporate Financial Planning

Gold
8 Yrs Experience
Perth, WA 6000
Jackson has over seven years’ experience in the financial planning industry, providing clients with exceptional advice. Jackson advises on a variety of different client demographics, ranging from young adults looking to find some financial direction, all the way up to pre-retirees and retirees hoping to enjoy the freedom of retirement the way they always dreamed. "Good financial advice is truly invaluable, and seeing the difference our advice makes for our clients’ lives is what really drives my passion in the industry. If you have goals that you are ready to work towards, I would love to be a part of that process. My relationship with my clients is a continual partnership where we work closely together to remain on track to meeting the outlined goals and objectives."

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Aspen Corporate Financial Planning

Level 2, 102 Beaufort Street
Perth, WA 6000

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459

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

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5.00

"Jackson has provided me with clear and precise information on my self managed super fund. He has a wealth of knowledge when it comes to finances and I have highly recommended him to friends and family."

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

"Jackson is extremely knowledgeable and his passion for the industry is clearly demonstrated when he is providing advice and information. I have complete faith in Jackson’s advice and appreciate the extra lengths he goes to ensure the information is relayed clearly and is understood."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jackson was very thorough and clear in his explanation of the income protection I took out. He was awesome in guiding me through the tough procedure and making sure that I understood everything. The recommendations he made were also very helpful and allowed me to make a decision easily and without hesitation. I would highly recommend Jackson to family and friends."

  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Budgeting

Qualifications & Training

Bachelor of Commerce (Financial Planning)

Level
7 - Bachelor Degree
Institution
Curtin University
Completed
2014

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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