Jason Lukjanenko
Financial Adviser
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About
Jason Lukjanenko is an ASIC-registered financial adviser based in Taree, NSW, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a strong educational foundation, including a Diploma of Financial Services (Financial Planning) from AMP (2005), a Bachelor of Business from the University of Technology Sydney (2006), a Certificate IV in Financial Services (Mortgage Broking) from Intellitrain Pty Ltd (2011), and specialist SMSF accreditation from the University of Adelaide (2014) and Tier 1 Margin Lending from Kaplan (2018) , Jason brings a wealth of knowledge and experience to his practice. Jason is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He assists clients with investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Jason is committed to providing tailored solutions that address each client's unique circumstances and objectives. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice 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 aspirations.
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Frequently Asked Questions
What types of financial advice does Jason Lukjanenko offer?
Jason Lukjanenko provides advice on a range of financial matters including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Jason Lukjanenko have?
Jason holds a Diploma of Financial Services (Financial Planning) from AMP, a Bachelor of Business from the University of Technology Sydney, a Certificate IV in Financial Services (Mortgage Broking) from Intellitrain Pty Ltd, a Specialist SMSF Course certification from the University of Adelaide, and Tier 1 Margin Lending from Kaplan.
How does Jason Lukjanenko approach financial planning?
Jason provides tailored solutions based on each client's unique circumstances and objectives, ensuring a personalized and strategic approach to financial planning.
What can I expect during my first consultation with Jason?
During your first consultation, Jason will discuss your current financial situation, future goals, and risk tolerance to develop a comprehensive understanding of your needs. He will then outline potential strategies and solutions to help you achieve your financial objectives.
How can Jason help me with my retirement planning?
Jason can assist you in developing a retirement plan that considers your income needs, lifestyle goals, and investment strategies to ensure a comfortable and secure retirement.
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