Dip. Fin Planning; B.Com (Finance and Fin. Plan) *currently completing
Jason is an Account Manager with Empire Financial Group, providing support in delivering review and ongoing advice services to our client’s existing investment, insurance and superannuation portfolios.
Jason comes to Empire with a strong ambition to be an exceptional financial planner with a dedication to helping people build prosperous financial futures. As a current small business owner for the past four years, Jason has a well-developed client focus, providing a solutions based approach when dealing with clients. His previous experience with the Royal Australian Navy Defence Force as a Clearance Diver has given him the skillset to be focused, dedicated and to work collaboratively as a team member. This experience combined with a keen interest in property investment and stocks have led to Jasons’ decision to pursue a career in financial services.
Jason’s friendly, polite, and positive personality is infectious and this attitude extends itself to all interactions with our clients to provide exemplary customer service, as well as being a great addition to our team. As a doting young father, he still manages to volunteer in charity and community projects and has a keen interest in health, fitness, and travelling.
Jason is currently completing his Bachelor of Commerce in Finance and Financial Planning and is involved in many of the various university clubs as the Curtin Economics Society and Curtin Wall Street Club. He has a Diploma of Financial Planning (Kaplan) as well as a Certificate 4 in Marketing and Communications.Message Us