Jason has been in the financial services industry since 1995, holding various positions locally and interstate involved with equities/options trading, product management and business development. He has been a financial planner since 2012.

Jason holds a Bachelor of Commerce degree (Economics and Banking), a Graduate Diploma in Applied Finance and Investment, a Diploma of Financial Services (Financial Planning) and self-managed superannuation fund accreditation.

Jason is passionate about providing great strategic financial advice to his clients, to build and protect wealth, enabling the best possible financial outcomes and ultimate quality of life for them.

In his spare time Jason enjoys cycling, ocean swimming and paddleboarding, as well as trying new restaurants with friends and live music.