About Me

Jason is one of Australia's very few truly independent financial planners, that do not receive commissions, asset based fees or other inducements that could adversely impact the advice provided. In addition to being a CFP member of the FPA, Jason was a Founding Member of The Profession of Independent Financial Advisers (PIFA).

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 26 Years
  • Licensed By
    Licensed By Think Independent Pty Limited
CERTIFIED FINANCIAL PLANNER®