- Masters of Professional Accounting
- Bachelor of Economics
- Advanced Diploma of Financial Services (Financial Planning)
- Justice of the Peace
I am passionate about understanding my client’s unique situation and tailoring strategies that will help them make informed decisions that can provide peace of mind towards enjoying their lifestyle in retirement.
After completing a Bachelor of Economics from the University of Newcastle, Jason spent time in the UK working within the finance industry. Upon returning to Australia in 2006 he commenced his financial planning career in Sydney. With the arrival of his twin boys, Jason has returned to the Mid North Coast where he experienced his own childhood and is enjoying the opportunity to share this experience with his two boys.
With over ten years of financial planning experience, Jason understands that planning and commencing retirement can be daunting and faced with many complex decisions. His approach to financial planning is to understand his client’s situation so he can help remove this complexity. He strives to develop ongoing relationships with his clients and strategies to help them achieve and maintain their retirement lifestyle.
Jason enjoys spending time with his family and friends and is passionate about all water related activities.