|Name||Jason Atkins, CFP®|
|Address||Level 18, 127 Creek Street
Brisbane, QLD 4000
|Phone||07 3144 3100|
|Mobile||0412 190 412|
As a Leader and Certified Financial Planner, I have a strong passion for my industry and the privileged position we hold. Clients come to us with what is their life’s work and ask us to help them navigate through the options and work out what is best for them.
I have provided advice at many levels, ranging from basic advice to creating complex ongoing plans for Private Clients and Business Owners with significant wealth and income. I have structured advice businesses, developed systems, processes, while creating and growing revenue to ensure the continued business viability in what is a very competitive environment.
My specialties include:
• Financial Planner
• Leadership and Team Building
• Presenter, Coach and Mentor
• Team Management
• Business Builder
• Product Design and Development
• Certified Financial Planner
Leveraging off my maturity, confidence and passion for advising, I maintain a flexible yet outcomes-driven approach. After working together, many clients and peers say that I give them the confidence to move forward, deliver on what was promised and am always reliable. Knowing I have made a difference in people’s lives is something that I strive for and helping others was one of the key reasons for getting into financial services.
Here at Infocus we pride ourselves on doing the things you know you need to do in a time frame you otherwise wouldn't, through accountability, execution processes and education. Our clients become raving advocates of what we do and often refer many of their family and friends to get sorted in the same way they have.
When you come in for your no obligation first chat and a coffee, we are just interested to learn about who you are and if we are a good fit to you and that you are a good fit to us. We only take on clients that fit our culture and that we can add value to above and beyond what we charge.
So, get in touch and we can see how we can add value!!