Jason Cook

Jason Cook

SSA
Company
WB Financial
Title
Specialist SMSF Adviser / Director
Profession
Financial Planner
Address
32 Logan Rd, Woolloongabba QLD 4102, Australia
Phone
07 3391 7199
Qualifications
FSFP (Diploma)
SSA (Designation) - SMSF Association, 2014
Advisor

Summary

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.

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