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.
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