Meet Jason Galea

As a Certified Financial Planner® practitioner, my aim is to assist individuals, families and professionals, including high net worth clients, to create and maintain financial independence. I want to partner with you to meet your aspirations, reduce complexity and provide peace of mind in my role as your trusted financial planner.

I believe the best client outcomes are those involving an ongoing financial relationship that ensures you remain on track to achieving your financial independence. I act as your sounding board, providing my financial insight and expertise to add value to you at every opportunity.

I provide comprehensive holistic financial advice that focuses on identifying your goals and objectives to specifically tailor an advice offering that is both pragmatic and service-orientated.

I have over 20 years’ financial services experience and in addition to being a CFP® and CPA, I also hold a Bachelor of Business in Accounting, a Diploma of Applied Investment and Finance and a Diploma of Financial Planning.

Client Testimonials

  • G Hondow
    "Jason has been very honest and above board. ‘Young’ and up-to-date with the current financial world and Australian situation. He’s been very eas…  Read more

  • B & P Ditkun
    "Jason helped through a difficult time with regards to superannuation. Our choices were explained clearly to us and he has become a friend as wel…  Read more

View more testimonials

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    The start of the new financial year brings a number of changes and some new opportunities. Find out if any are relevant to your situation.

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