With more than forty years of extensive finance industry experience across three countries, Jason has accumulated a wealth of knowledge and expertise. Throughout his career, Jason has had various roles in banking, lending, relationship management, and branch management.
Jason’s primary focus is now on financial planning, where he has cultivated many long-term customer relationships based on trust. He takes pride in developing tailored and thoughtful strategies that empower his clients to see their dreams and goals as achievable milestones.
His expertise includes retirement planning, pre-retirement advice, superannuation, insurance, and wealth creation.
Jason enjoys spending time with his family, loves to travel, and recognises the importance of an active lifestyle, including a healthy diet and regular gym visits.
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