Jason has been working in the financial planning industry since 2000. He has a Bachelor of Commerce (Finance and Accounting), a Graduate Diploma in Financial Planning and is a Certified Financial Planner.
Jason began his career with Berkley Group which later merged to form Centric Wealth before founding his own business with Acadia Wealth in 2018.
Jason’s strong industry background coupled with a high level of strategic thinking allows him to act as a robust sounding board for his clients on all matters financial. Jason works with successful business owners, high net worth families and individuals. Jason is passionate about his clients and is committed to providing them with financial peace of mind.
Qualifications & Professional Memberships
- Bachelor of Commerce (Accounting & Finance) – Macquarie University
- Certified Financial Planner – CFP®
- Graduate Diploma of Financial Services
- Member of Financial Planning Association of Australia (FPA)