Jason Perkins

Jason Perkins

SSA
Company
MJ Private Wealth
Title
Senior Private Wealth Manager
Profession
Financial Planner
Address
Suite 1403, 201 Miller St, NORTH SYDNEY NSW 2060, 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