Jason has worked in the financial services industry since 1997, holding senior leadership and advisory roles including Managing Director, Private Client Adviser, Mortgage Broker, and Responsible Manager.
He holds a Bachelor of Commerce from Curtin University, along with a Diploma of Financial Planning, Graduate Diploma of Financial Planning, and a Diploma of Finance and Mortgage Broking Management.
As Managing Director, Jason is responsible for the strategic leadership and overall performance of the entire Wealth Plus Group. This includes setting the firm’s vision and growth strategy, ensuring regulatory compliance, overseeing financial performance, and maintaining the highest standards of client advice and service.
In his spare time, Jason enjoys boating, golfing, and watching Formula 1.