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).