"I work in partnership with you to maximise your financial opportunities, overseeing and coordinating long-range strategic financial planning and day to day investment management."
Jason has over 20 years' experience in the financial services industry, previously working as a director with JBWere. He joined the management company operating the Hawthorn office of Morgans in 2010 as an adviser and branch principal.
Services and specialities
- Stockbroking
- Wealth Management
- Superannuation Advice
- Retirement and Estate Planning
- Personal Insurance
- Fixed Interest and Cash Management
Investment Style
Jason provides wealth management advice to individuals, not-for-profits, and boutique financial institutions. Jason tailors advice to meet specific client goals and outcomes. Jason offers personalised portfolio management and advice on investment selection (including shares, property, fixed income and cash). Strategic financial planning advice incorporates tax planning, personal insurance, superannuation, retirement and estate planning.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, La Trobe University, 1998
- Graduate Diploma of Applied Finance & Investment, Securities Institute of Australia, 2002
- TASA and the TPB Code of Professional Conduct, Kaplan, 2017
- Diploma of Financial Planning, Kaplan Professional, 2013
Professional Associations
- Fellow of the Financial Services Institute of Australasia
Approved Competencies
- Derivatives Level 1
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am a Principal of Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. As a principal, I may be entitled to a share of profits.