Summary

Jason is a respected accredited SMSF Specialist AdvisorTM and Finanacial Planner with over 18 years’ experience in Superannuation, Accounting and Financial Services. Jason is an invaluable resource for his clients, providing specific, well-considered advice on building and protecting their wealth. He applies a solution orientated - client best interest approach using his extensive knowledge and experience. He was a Finalist for the Qld SMSF Adviser of Year Awards 2017. Jason’s philosophy of collaboration extends to working with his client’s other professional advisers (including accountants and lawyers), and where required, using his network of professional contacts to ensure the right people are brought in to assist his client’s in getting the best outcome. While specialising in superannuation and self-managed super funds, Jason also provides his clients with personalised strategic advice on: - Wealth accumulation - Retirement planning - Investment portfolio construction - Business succession - Risk management & personal insurance - Taxation & cash-flow management - Estate Planning