In his role as State Advice Leader, Jason shares responsibility for the day-to-day management of our Private Wealth Advisers in Victoria and South Australia. Jason and the leadership team focus on building sustainable advice outcomes through mentoring and business management. They also support our advice team by providing guidance around investment and strategic considerations. In addition to his daily role, Jason is a member of the Shadforth Investment Committee.
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.