Jason Ingold
Financial Adviser
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About
Jason Ingold is an ASIC-registered financial adviser based in Hamilton, NSW, dedicated to helping Australians achieve their financial goals. With a Bachelor of Commerce from Macquarie University (2000) and a Diploma of Financial Planning (DFP1-8) from the Financial Planning Association of Australia (2004), Jason has built a strong foundation of knowledge and experience. He has consistently expanded his expertise through further qualifications including Self Managed Superannuation Funds (2005), Margin Lending and Geared Investments (2012), Accredited Listed Product Adviser Program (2017), a further Diploma of Financial Planning (2017) and FPC002B (2020). Jason is a proud member of the Financial Advice Association of Australia (FAAA), reflecting his commitment to upholding the highest ethical and professional standards. Jason is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in helping clients with retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. Whether you're planning for retirement, protecting your family's future, or seeking to grow your wealth, Jason can provide tailored advice to suit your individual needs. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact Jason Ingold today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Jason Ingold offer?
Jason Ingold provides advice on a wide range of financial areas, including superannuation, retirement planning, wealth management, and insurance. He can help you with everything from setting up a superannuation fund to creating a comprehensive retirement plan.
What are Jason Ingold's qualifications and experience?
Jason holds a Bachelor of Commerce from Macquarie University, a Diploma of Financial Planning (DFP1-8) from the Financial Planning Association of Australia, and has completed several specialist qualifications including Self Managed Superannuation Funds, Margin Lending and Geared Investments and an Accredited Listed Product Adviser Program. He is also a member of the Financial Advice Association of Australia (FAAA).
How does Jason Ingold approach financial planning?
Jason takes a client-focused approach, tailoring his advice to meet your specific needs and goals. He will work with you to understand your financial situation, risk tolerance, and aspirations, and then develop a plan to help you achieve them.
What should I expect during my first meeting with Jason Ingold?
During your first meeting, Jason will discuss your financial goals, current situation, and risk tolerance. This initial consultation helps him understand your needs and determine how he can best assist you. You'll have the opportunity to ask questions and discuss your concerns.
Can Jason Ingold help me with my superannuation?
Yes, Jason is an expert in superannuation advice. He can assist you with selecting the right superannuation fund, consolidating your superannuation accounts, and developing a strategy to maximize your retirement savings.
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