CFP® DipFP BSC BA Dip(FinMB)
Jason is a founding partner 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 is 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. He is also Junior President of Wynnum Manly District Cricket Club.
As one of the founding partners of Dolfinwise, Howard knows money is not everything, but having it lets you do more, give more, and worry less.
And he believes a good life is underpinned by financial security. With the right advice, you can make smart decisions with your money and rest easy knowing that you and your loved ones will be ok, no matter what.
Regardless of your age, in life things happen. Some planned and others unexpected, but almost all will require financial decision making.
Whether it’s planning a stress-free retirement or educating the kids, sailing the seas bound for Alaska or preserving your legacy for future generations, Howard’s specialty is to help you make it happen. This way, those tricky life decisions become less scary and those things you’ve dreamed of can become a reality.
Equipped with the money smarts, notable accolades and an impressive and diverse career in financial services and management, no matter what decision you’re facing, Howard and his team have got you covered.
Advising on all areas including wealth creation, risk management, investment planning superannuation, pre-retirement and retirement planning, and estate and aged care planning.
On a personal note, as an ex-army officer, Howard maintains his fitness through a range of outdoor and sporting activities, volunteers as the secretary of the Albany Creek GPS Junior Rugby Club and is a member of the Queensland Justices Association. He is happily married to Lauren and is kept on his toes by his three beautiful young children.
To find out more about Howard, the man who can help you get more out of your money and your life, click here.
CFP BCom C.Dec Dip(FinMB)
Bronnie has been working at Dolfinwise for the last 10 years in various roles including Senior Paraplanner and Practice Manager, providing her with a broad understanding of clients needs. She has been a licenced Financial Planner since 2013 and has also been appointed as a Commissioner for Declarations (C.Dec) for the State of Queensland. Whilst completing her Bachelor degree at Griffith University she was awarded an FPA bursary for her outstanding achievements as a student.
Bronnie holds a Bachelor of Commerce Degree majoring in both Financial Planning and Accounting, and is a Certified Financial Planner™, which is internationally recognised as the highest qualification in Financial Planning. While completing her Certified Financial Planner™ designation, Bronnie was the winner of the 2017 Gwen Fletcher Memorial Award for being the highest performer in the program. Bronnie has also completed additional specialist training to provide advice in relation to complex areas such as self-managed superannuation funds.
Bronnie specialises in advising areas such as personal insurance, superannuation, wealth creation and estate planning. She is particularly passionate about helping young professionals protect their position and set themselves up well for a prosperous future.