Director & Senior Financial Adviser
CFP® DipFP BSC BA Dip(FinMB)
Jason is a founding partner of Dolfinwise. He is well known in the Financial Planning industry being a regular media contributor and has featured in publications such as the Australian Financial Review, Independent Financial Adviser Magazine and Professional Planner amongst others.
Jason was the 2015 Superannuation topic expert for the Financial Planning Association (FPA) and was a member of the FPA’s Policy and Regulations committee.
Jason commenced his financial services career in the Actuarial department of a major Australian life insurance company and has studied Actuarial studies alongside his Applied Mathematics Degree. In 2007 Jason achieved his Certified Financial Planner™ designation (an internationally recognised standard and the Financial Planning Association’s highest professional designation).
Jason has advised a diverse range of successful clients in Australia and overseas for the last two decades but specialises in successful business owners, and pre and post retirement planning for professionals.
In his spare time Jason is a married father of two sports loving boys.