Jason Perkins

Jason Perkins

SSA
Company
MJ Private Wealth
Title
Senior Private Wealth Manager
Profession
Financial Planner
Address
107 Burlington St, Sydney NSW 2001, CROWS NEST NSW 2065, Australia
Qualifications
TAX/Accounting (Bachelor) - UNSW, 2007
FINPLAN (Advanced Diploma) - Deakin, 2003
International Trust Management (Diploma) - CLT/STEP, 2014
SSA (Designation) - SMSF Association, 2016
Fin Planning (Designation) - CFP Program, 2006
Accounting (Designation) - CPA Program, 2011
Advisor

Summary

I have over 20 years of advising clients on superannuation as the core of their retirement planning. This includes fine tuning their super strategy and building an investment portfolio (typically with a focus on direct Australian and International investments) to support their long term goals.

Get in touch with Jason Perkins