Fulfilling the promise
We all want things for ourselves and our families. Things that can be achieved with a partner you trust. At MISSO Wealth Management, we’re committed to working with you to help you reach your full financial potential, with quality, tailored financial advice.
The MISSO Team
Spend just an hour with Jason and you’ll see why clients are so keen to seek his financial expertise. Jason is passionate about helping people get their finances in order, so that they can spend more time doing what they love.
Jason is a chartered accountant and specialist adviser with more than 26 years’ experience in the financial services industry. His experience includes six years at Ernst & Young and time at Wilson HTM, one of Queensland’s largest stockbrokers.
Jason is particularly skilled at helping his clients articulate and prioritise their goals and put in place a strategy to realise them. His advice is based on the latest academic research — not an attempt to predict the future.
Jason has a keen interest and also specialises in supporting family lawyers and their clients. He often assists the less financially experienced spouse to understand their current financial situation and corporate structures to then help design the best strategy to set them up for financial success and security in their ‘new’ life.
Jason is a member of the profession’s leading associations, including:
- The Institute of Chartered Accountants
- Financial Planning Association
- Family Law Practitioners Association
- Queensland Collaborative Law
- Securities Institute of Australia (FINSIA)
- Australian Association of Collaborative Professionals (AACP)
Outside the office, Jason enjoys regular camping and fishing trips with his family. He is also an avid golfer and winner of club championships at both Tattersall’s and Redcliffe Golf Clubs.
With a keen eye for detail and planning, Leigh supports the team through analysis and development of client strategy and recommendations.
Leigh has a Bachelor of Commerce and Economics and a Graduate Diploma in Financial Planning. He draws on his recent qualifications to bring fresh ideas to his work for our clients.
Leigh helps our clients from the very beginning of the planning process, as they design their financial strategy. He is a trusted and reliable source, and is available for any day-to-day questions our clients may have.
Tamra has completed a Bachelor of Education (Secondary) and brings with her over five years of administration experience in financial planning practices across Brisbane. Her organisational skills, attention to detail and passion for client service ensures that our clients are well looked after. Tamra provides pro-active support to our advisory team, assisting them to deliver quality advice.
Kate-Lyn works closely with our advisers to develop and maintain the most appropriate client financial and investment strategies. She is passionate about financial analysis and research and is continually looking to improve her technical proficiency.
Kate-Lyn has completed a Bachelor of Business Management and Commerce at the University of Queensland and a Master of Financial Planning with Kaplan.
Phoebe recently completed a Bachelor of Economics and Finance, with the Queensland University of Technology. Using her organisational skills and keen eye for detail, Phoebe ensures all clients receive quality service and provides essential support to the advisory team. Phoebe manages meeting and advice documentation to ensure an excellent standard of service is maintained to clients.
With more than 15 years’ experience in working with busy teams and drawing on her strong administrative background, combined with a Bachelor of International Hotel and Tourism Management, Sarah knows the importance of great service and of developing strong client relationships. She plays a critical role in coordinating the processes that assist our advisory team deliver quality advice.
Michael helps his clients achieve success as they define it, by identifying their key goals, setting disciplined strategies and giving them advice to help them make informed decisions. A key outcome of Michael’s ongoing advice and assistance is bringing together the various components of a client’s financial strategy, so they can spend more time on the things that are important to them. Michael has over 15 years industry experience and is a Certified Financial Planner (CFP) which is the highest designation available in Australia for qualified financial advisers. He also has a Bachelor of Commerce and Bachelor of Economics.
Janine has over 17 years of experience in the financial services industry and holds a Diploma of Financial Services. She draws on her previous experience as a Senior Private Client Associate and Office Manager at a boutique independent financial services firm and as a Private Wealth Management Coordinator at a large stockbroking company. Janine oversees the operations of the business by maintaining our internal policies and procedures to ensure we deliver greater efficiencies and quality outcomes for our clients.