Your team of experts will take care of everything while you pursue your next adventure

Curious about how financial advice can help you

• Understand the value and importance of your own time

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• Committed to long term wealth creation and protection

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• Recognise the value that a skill set outside of your own can add to your life

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• Goal and relationship oriented

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Director & Financial Adviser

Jason founded Action Wealth in 2013 with a goal of creating a modern, holistic advice firm that places the client at the heart of every aspect of the advice process.  Jason holds the CERTIFIED FINANCIAL PLANNER® designation which is considered the global gold standard for financial planning. Jason has held a number of key roles at leading independent financial services companies including Shadforth Financial Group and Lachlan Partners (now part of SFG).

Board of Advice

Colin has over 20 years of experience as a financial adviser and business owner. He is a CERTIFIED FINANCIAL PLANNER® and is one of the founding directors of AssetPlan Financial Services. Colin is a member of the board of advice and his extensive experience means that there is nothing in the financial advising and business world that he has not seen or advised on. Colin specialises in direct and managed investments along with Self Managed Superannuation Funds and pre retirement strategies.

Compliance & Accounting

Tony has over 15 years experience in the field of accounting, compliance and financial advice. Tony is a CPA qualified accountant and is in charge of making sure all of the t's are crossed and the i's are dotted from both a financial advice and business accounting perspective. Tony is an avid bird watcher and breeder in his spare time.

Client Service Manager

Andreina is the client service manager at Action Wealth. Andreina has been in numerous corporate roles at all levels throughout her career. She is passionate about the financial advice industry and ensures all client needs are met at a level that exceeds their expectations.