WHO ARE WE

Our Team

 

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© Copyright 2014 Action Wealth Pty Ltd, All Rights Reserved | ABN 69 162 813 747 | Corporate Authorised Representative of AssetPlan Financial Services AFSL No. 229613

Our Team Starts With You.

Our Team.

YOU - THE PERFECT FIT

Dedicated Professional

  • Time poor and understand the value of your own time

  • Committed to long term wealth creation and protection

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

  • Goal and relationship orientated

  • Curious about how financial advice can help you

Jason Reynolds

Director & Financial Adviser

Jason is Action Wealth's founder and director. Jason founded Action Wealth after the realisation that too many people decide to take control of their financial situation after experiencing a "waterfall edge" moment. These moments typically come in two forms, 1. Closing in on retirement only to realise that drastic action needs to be taken to ensure a comfortable lifestyle OR 2. Extended periods in a well paid position with nothing to show for it on paper. Jason strives to eliminate these moments by taking his clients through a rigorous financial advice process that involves taking consistent daily action.   

 

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).

Colin Taylor

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.

Tony Nurjadi

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.

Andreina Smith

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.

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Client Case Studies.

Paul

Marketing Professional

FINANCIAL ADVICE CASE STUDY COMING SOON.....

Greg & Sarah

Lawyer & Accountant

FINANCIAL ADVICE CASE STUDY COMING SOON......

Amanda

Medical Professional

FINANCIAL ADVICE CASE STUDY COMING SOON....

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Please note the pictures and names of the clients within the case studies are not real. The case studies themselves are actual client stories.