Jason Burley CFP®
About Me
As a Senior Financial Advisor, I bring two decades of extensive experience assisting clients with diverse needs. Throughout my career, I have developed profound connections with my elderly and vulnerable clients, which have been the most rewarding and meaningful relationships.
Consequently, when I relocated to the Mid-North Coast, I made a deliberate choice to focus on specialising in offering guidance to individuals, as well as their family members or friends, who require access to Aged Care support.
Areas of Focus
- Aged care
- Estate planning
- Government assistance
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Highest Level of Education Bachelor Degree
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Years of Experience 24 Years
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Licensed By Count Financial Limited