Resume

Jason has 11 years financial services experience, having worked closely with clients at Macquarie Private Wealth, Australian Financial Planning Group & Successful Ways Financial Services. Jason is the principal of Successful Ways QLD and services clients throughout Australia.

Jason is a qualified financial adviser, he assists clients with a wide range of financial needs including investment advice, superannuation strategies, tax efficient structuring, risk advice, retirement planning, debt consolidation, property financing and personal budgeting.

Qualifications

University Education:

• Master of Business (AppFin) - Queensland University of Technology.
• Bachelor of Business (Econ & Fin) - Queensland University of Technology.

Professional Qualifications:

• Diploma of Financial Planning – Kaplan
• Diploma of Finance & Mortgage Broking Management – Kaplan
• Accredited Derivatives Adviser 1 – Kaplan
• Self-Managed Superannuation Funds – Kaplan
• Margin Lending and Geared Investments – Kaplan

Professional Memberships:

• Jason is a member of the Association of Financial Advisers Ltd (AFA Ltd) & Tax Practitioners Board (TPB).