In this role, Jason is responsible for leading the state team and creating an environment that facilitates the smooth delivery of our advice services.
Jason began his career in financial services in 2004, becoming a financial adviser in 2005. In his career as financial adviser, Jason excelled at helping clients reach their personal and financial goals by building deep relationships that enabled them to benefit from his strong technical and investment knowledge. More recently, he has worked in funds management. In a leadership role for the past 10 years, Jason focuses on assisting advisers to develop and implement sustainable, client-centric solutions.
Jason holds a Bachelor of Arts and a Bachelor of Business, majoring in banking and finance, from Monash University. He also holds an Advanced Diploma in Financial Services. Jason is a Fellow of the Financial Services Institute of Australasia and a Member of The Ethics Centre.
Jason enjoys spending time with his wife and two children and is an avid coffee drinker. He also enjoys socialising with friends and family and loves getting away to his family’s farm.