Jason Cook has combined experience since 1995 in banking, financial services and planning industries. Jason has gained an appreciation of the value of investing having been a Financial Adviser and Company Director since 2006; and prior to that, as a Personal Adviser to a high-value portfolio of clients for one of Australia’s leading banks.
Jason is a firm believer that there is a strong, long-term relationship between financial advice and the achievement of lifetime goals and objectives. That is, everyone can benefit from having a financial coach to assist them in moving towards financial independence. This is best achieved with constant communication and monitoring so that the client has a good understanding of the strategies and how they are tracking.
Jason is a qualified Specialist SMSF Adviser through the SMSF Association; holds a Diploma of Financial Services (Financial Planning); and is currently studying to complete an Advanced Diploma in Financial Services.
Jason is a Director of Presidio Financial Services Pty Ltd trading as WB Financial - Woolloongabba Central; and is also a Director of Presidio Finance Consulting Pty Ltd -- under the Presidio Group of companies.
Get in touch with Jason Cook