Jason has been providing financial advice for over 30 years to a diverse range of clients. He is a Chartered Accountant, and was one of the first to earn the Financial Planning Specialist designation.

Jason moved to Central West NSW in 2008 after a stint as a partner in a large accounting firm in Sydney. He is passionate about helping clients achieve their goals, particularly enjoying the retirement they have earned.

“At the end of the day, money is a tool that allows you to do the things you want to do and live the life you want to live. I encourage clients to focus on the outcomes they want. We live in a complicated world, and my job is to make sure my clients make use of the opportunities presented by Superannuation, Centrelink and Tax.

My aim is to deliver peace of mind – with clients knowing their assets are working for them and delivering the outcomes they need.”

Outside work, Jason runs a successful Galloway cattle stud with his wife Suzanne. He is active in the local community, with a focus on community engagement in decisions that affect their lives.