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.