Jason Roberts, CFP®

Jason Roberts is a Certified Financial Planner and a CFP member of the FPA. Jason has had over 20 years experience in the Finance Industry, with 10 years in the Banking sector and over 15 years in the Financial Planning sector. Jason completed his Diploma of Financial Planning in 2003 and the Certified Financial Planning Program in 2008. Jason provides advice on a full range of Financial Planning matters including, Deposit and Payment Products, General Financial Planning, Life Risk Insurance Products, Managed Investments, Securities, Direct Equities, Tax Effective Investments, Superannuation and Retirement Savings Accounts, Margin Lending, Centrelink and Aged Care.

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