People

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 27 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.

With an enthusiasm for financial analysis and research, Kate-Lyn is involved in developing and maintaining the most appropriate strategies for clients.

She has a passion for learning and is continually looking to improve her technical proficiency.

To further develop her skills in the industry, Kate-Lyn has completed a Bachelor of Business Management and Commerce and a Masters of Financial Planning.

Her knowledge and experience allow our clients to feel confident and in control of their journey.

Tamra has completed a Bachelor of Education (Secondary) and brings with her over nine 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.

Tyler recently completed a Bachelor of Business Management and Graduate Certificate in Commerce, with the University of Queensland and is currently undertaking a Graduate Diploma in Financial Planning.

Using his organisational skills and keen eye for detail, Tyler ensures all clients receive quality service and provides essential support to the advisory team.

Tyler manages meeting and advice documentation to ensure an excellent standard of service is maintained to clients.

David has completed a Bachelor of Business majoring in Finance, with the University of Tasmania and is currently completing a Graduate Diploma in Financial Planning.

With David’s ability to see work through to completion, attention to detail and effective communication, he plays an important role in supporting the advisory team.

David assists in preparing advice documentation and financial modelling to serve our clients and deliver high quality client outcomes.

Janine has over 21 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.