Jason joined Guardian in 2002 with a background in small business. He commenced providing advice soon after and is a Director of both the Licensee (Guardian Associates) and a Director of Guardian Investments Pty Ltd.
Jason has a special interest in meeting the needs of High Net Worth and Sophisticated Investor clients.
Areas of focus
- Portfolio Management including Direct Equities and Bonds
- Retirement Planning
- Personal Superannuation
- Self-managed Superannuation Funds
- Estate Planning
Qualifications and registrations
- Qualifications
- Bachelor's Degree in Commerce, Graduate Diploma in Financial Planning, Certified Financial Planner
- ASIC adviser number
- 001000191
Guardian Investments Pty Ltd ABN 18 608 506 261 is a Corporate Authorised Representative of Guardian Associates Pty Ltd AFSL 238281. This page describes a member of the Guardian team and is general information only. It is not advice and has not been tailored to your objectives, financial situation or needs. Seek personal financial advice before acting.