Jason Wong

Financial Adviser

Authorised Representative No. 1008231

Qualifications: Graduate Diploma of Financial Planning, Advanced Diploma of Financial Services, Bachelor of Business, Self-Managed Super Fund Accreditation

A finance professional with 15 years’ experience, Jason’s wealth of industry knowledge extends to portfolio modelling, wealth management, personal insurance, tax planning, as well as customer service.

Jason is well-regarded for his meticulous analytical skills, which he combines with his natural talent and industry experience, to construct complex financial plans.

During the early years of his career as a Paraplanner, Jason excelled at researching, analysing and summarising great volumes of data. His passion for wishing to serve clients in a more direct advisory role, lead him to further his financial planning studies.

Today, Jason thrives on educating his clients on the importance of debt reduction, superannuation, and appropriate risk management. An effective problem-solver, he works closely in tailoring comprehensive financial plans, which enable his clients to fund their ideal lifestyles, while simultaneously working towards achieving their long-term retirement goals.

Away from the office, you can find Jason deeply engrossed in one of his favourite hobbies, car detailing. An avid car detailing enthusiast, Jason enjoys investing hours into improving the aesthetic (and ultimate curbside) appeal of any vehicle.