About Jason

Jason is a Private Wealth Adviser in the Melbourne office for the Shadforth Financial Group.

Education and experience

Jason is a Certified Financial Planner® (CFP), which is currently the highest accreditation in the financial services profession. It is an internationally recognised mark and is currently the preeminent representation of professional financial planners around the world.

Jason began his career as an accountant in Brisbane before moving into financial services upon relocation to Melbourne, following time spent abroad based in London. He worked in a boutique financial planning practice before joining Shadforth in 2016 and progressing into a Private Wealth Adviser role. He has developed specialist knowledge in the areas of cashflow modelling, investment planning, superannuation including self-managed superannuation funds (SMSFs), retirement strategies, debt management, risk protection and estate planning.

Jason believes in developing and delivering quality holistic, goals-based advice to clients in the pursuit of better enabling them to achieve their goals.

Outside of work

Away from work, Jason loves spending quality time at the park with his dog Rufus and wife Penny. He has been fortunate to visit 30 countries as part of his passion for travelling the world. Closer to home, he is a sports enthusiast who particularly enjoys AFL, soccer and rugby union.