MenuJason Chequer CFP®
About Me
Jason has over 30 years of experience in family and wealth advising. My focus is family wealth, as a strategist and adviser for families, their individual members and the offices that support each. I work with multi-generational families, entrepreneurs and family business enterprises, consulting on the design, implementation and management of the family’s wealth and stewardship strategies.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Superannuation
- Wealth management
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Years of Experience 25 Years -
Licensed By Sayers Wealth Pty Ltd
