Jason Choi
Financial Adviser
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About
Jason Choi is an ASIC-registered financial adviser dedicated to helping individuals and families in Epping, NSW, achieve their financial goals. With a solid foundation built upon a Bachelor of Commerce from The University of New South Wales (2003) and a Graduate Diploma of Financial Planning from FINSIA (2008), Jason has consistently enhanced his expertise, most recently completing FPC002B through Kaplan Higher Education in 2020. His commitment to professional excellence is further demonstrated by his CFP (Certified Financial Planner) designation with the FPA and membership with the MFAA. Jason is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also offer guidance on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Jason's advice is tailored to your unique circumstances, ensuring that you receive a personalised strategy that aligns with your aspirations. Key services include: • Superannuation advice to optimise your retirement savings • Comprehensive insurance solutions to protect you and your family • Strategic wealth management to grow your assets • Retirement planning to secure your financial future • Investment advice tailored to your risk profile and goals Ready to take control of your financial future? Contact Jason today to schedule a consultation and discover how he can help you achieve your financial dreams.
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Frequently Asked Questions
What types of financial advice does Jason Choi provide?
Jason Choi specialises in superannuation, insurance, wealth management, and retirement planning advice. He can also advise on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities, tailoring strategies to meet your specific needs.
What are Jason Choi's qualifications and professional memberships?
Jason holds a Bachelor of Commerce from The University of New South Wales, a Graduate Diploma of Financial Planning from FINSIA, and completed FPC002B through Kaplan Higher Education. He is a Certified Financial Planner (CFP) with the FPA and a member of the MFAA, reflecting his dedication to ongoing professional development and ethical conduct.
What can I expect during my first meeting with Jason?
During your initial consultation, Jason will take the time to understand your financial situation, goals, and risk tolerance. He'll explain his approach to financial planning and discuss how he can help you achieve your objectives. This is an opportunity for you to ask questions and determine if Jason is the right fit for your needs.
How does Jason Choi develop a financial plan?
Jason develops personalised financial plans based on a thorough assessment of your current financial situation, future goals, and risk tolerance. He takes a holistic approach, considering all aspects of your financial life to create a strategy that is tailored to your unique circumstances.
How often will Jason review my financial plan?
Jason recommends regular reviews of your financial plan to ensure it remains aligned with your goals and current market conditions. The frequency of these reviews will depend on your individual circumstances and preferences, but typically occur annually or as needed.
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