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Jason is a financial planner who is passionate about helping people increase their financial literacy and implement smart financial strategies. Jason works to simplify financial education with easy to understand advice. He advises a broad range of clients, including individuals, couples, and families from many different professions and backgrounds who want to achieve financial freedom.
As a qualified financial advisor, Jason assists his clients with a wide range of financial needs including investment advice, superannuation strategies, tax efficient structuring, risk advice, retirement planning, debt consolidation and personal budgeting.

Jason has worked closely with clients at large institutions and boutique financial planning practices and is qualified with a Bachelor of Business (Economics & Finance), Master of Business (Applied Finance)
Diploma of Financial Planning and Diploma of Finance & Mortgage Broking Management. He is also accredited to give specialist advice on Self-Managed Superannuation Funds (SMSF) for margin lending and geared investments.