Jason Croft
About Me
I have extensive experience in the business and financial services industries. I have been providing personal financial
advice since 2014.
I provide advice to a range of different clients of varying life stages. From singles, to families, business owners and
those approaching or in retirement.
I provide proactive advice, simplifying the complexities of the financial world in order to allow my clients to have the
confidence to concentrate on what they do and enjoy best.
Before my financial adviser career, I worked as a public practice accountant. This experience has proven valuable, as
an understanding of the Australian taxation system is transferable to the financial advice industry.
Areas of Focus
- Aged care
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 11 Years
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Licensed By First Financial Pty Ltd