Jason Mcfadden
Financial Adviser
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About
Jason Mcfadden is an ASIC-registered financial adviser dedicated to helping individuals and families in Ballina, NSW, achieve their financial goals. With a strong foundation in accounting and finance, Jason brings over two decades of experience to his clients. He holds a Bachelor of Business (Accounting) from the University of New England, a Diploma of Financial Planning from Deakin University, a Graduate Diploma of Applied Finance and Investment from Kaplan, a Certificate in Aged Care from Aged Care Steps, and a Master of Financial Planning from Kaplan. Jason is also a proud member of the Financial Advice Association of Australia (FAAA). Jason is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He specialises in tailoring strategies to meet each client's unique circumstances and aspirations. He is skilled in offering guidance on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Investment strategies • Insurance solutions • Wealth management Whether you're planning for retirement, seeking to grow your wealth, or need guidance on protecting your assets, Jason can help. Contact Jason today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What services does Jason Mcfadden offer?
Jason provides a comprehensive range of financial services, including superannuation advice, retirement planning, wealth management, insurance solutions, and investment strategies. He tailors his advice to meet your individual needs and goals.
What qualifications does Jason have?
Jason holds a Bachelor of Business (Accounting), a Diploma of Financial Planning, a Graduate Diploma of Applied Finance and Investment, a Certificate in Aged Care, and a Master of Financial Planning. He is also a member of the Financial Advice Association of Australia (FAAA).
How does Jason Mcfadden develop a financial plan?
Jason starts by understanding your current financial situation, goals, and risk tolerance. He then develops a personalised financial plan that outlines strategies to help you achieve your objectives. He regularly reviews and adjusts the plan as your circumstances change.
What can I expect during my first meeting with Jason?
During your initial consultation, Jason will take the time to get to know you and your financial goals. He will explain his services and how he can help you achieve your objectives. This is also an opportunity for you to ask any questions you may have.
Is Jason Mcfadden obligated to act in my best interests?
As an ASIC-registered financial advisor, Jason is legally obligated to act in your best interests when providing financial advice. He adheres to a strict code of ethics and prioritizes your financial well-being.
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