About Me

I began my career in financial planning in 2001 with one of Australia’s largest banks. By 2004 I had become the bank’s senior financial planner for Sydney’s Northern Beaches. Whilst working in a large institution was an excellent learning environment, it also had its limitations in terms of product independence and personalised customer service.I started my own Financial Planning practice in partnership with an accountancy firm in Manly –Charter Group. Through diligence and hard work, I have built up a loyal client base and the business has grown from inception to be an award winning practice within the Financial Services Partners Group, in a relatively short period of time.I particularly enjoys working with Self Managed Superannuation Fund clients. I do however strongly believe in a holistic financial planning approach that covers wealth accumulation, wealth protection and planning for retirement.Jason is recognised as a Certified Financial Planner and has also attained the Diploma of Financial Planning at Deakin University and the Diploma in Financial Markets at Securities Institute of Australia.