Your Adviser’s Experience:
Jason has over 25 years’ experience in the financial services industry with significant experience in all aspects of personal financial advice and investment advisory services.
Industry Credentials & Education:
Prior to joining Fowler’s Group in 1995, Jason worked in finance and accounting related roles for private enterprises in both Australia and Papua New Guinea.
Jason is a Certified Financial Planner through the Financial Advice Association Australia. This certification assures the public that those accredited have met rigorous professional standards and have also agreed to adhere to the principles of integrity, objectivity, competence, fairness, diligence, professionalism, confidentiality, and compliance.
Jason holds a Bachelor of Business degree majoring in Accounting, Banking and Finance from the Queensland University of Technology along with a Diploma of Financial Planning from Deakin University. He has been licensed to advise clients since September 1996.
Jason is a member of the Self-Managed Super Fund Association (SMSF) and is a SMSF Specialist Advisor™.
Service & Advice Focus:
Jason excels in the areas of pre and post retirement planning along with the development of wealth accumulation and protection strategies for clients.
Jason is the creator of the Intelligent Investment Advantage™ a process that provides the framework for making intelligent investment decisions that will lead clients to ultimately achieving their financial goals.
