Jason Kirk
Financial Adviser
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About
Jason Kirk is an ASIC-registered financial adviser based in Brisbane City, dedicated to helping clients achieve their financial goals through tailored advice and comprehensive strategies. With a career spanning over two decades, Jason brings a wealth of knowledge and experience to every client interaction. He holds a Bachelor of Economics from The University of New England (1994), a Graduate Diploma in Applied Finance & Investment from Securities Institute Education (1999), and is a Certified Financial Planner (CFP) since 2003. Jason is also an SMSF Specialist Adviser (SMSFA) since 2009, showcasing his expertise in self-managed super funds. Jason is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, and is registered as a Tax (financial) Adviser with the Tax Practitioners Board, demonstrating his commitment to upholding the highest professional standards and ethical conduct. He is authorized to provide advice on a broad range of financial products, including superannuation, insurance, and retirement planning. Jason can assist with: • Superannuation advice • Retirement planning • Investment Life Insurance • Life Risk Insurance • Retirement Savings Accounts • Government Debt Securities • Insurance Whether you are planning for retirement, seeking to optimize your superannuation, or require insurance solutions, Jason is committed to providing clear, concise, and effective advice to help you achieve financial security. Contact Jason today to schedule a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What types of financial advice does Jason Kirk offer?
Jason Kirk specialises in superannuation advice, retirement planning, investment life insurance, life risk insurance, retirement savings accounts, government debt securities and insurance. He can provide tailored advice to help you achieve your financial goals.
What are Jason Kirk's qualifications and professional memberships?
Jason holds a Bachelor of Economics, a Graduate Diploma in Applied Finance & Investment, and is a Certified Financial Planner (CFP) and an SMSF Specialist Adviser. He is a member of the Financial Advice Association of Australia (FAAA), the SMSF Association, and is registered as a Tax (financial) Adviser with the Tax Practitioners Board.
How does Jason Kirk approach financial planning?
Jason takes a client-centered approach, focusing on understanding your individual needs and goals. He provides clear, concise, and effective advice, developing tailored strategies to help you achieve financial security and peace of mind.
What is the first step in working with Jason Kirk?
The first step is to schedule a consultation where we can discuss your financial situation, goals, and any concerns you may have. This allows Jason to understand your needs and determine how he can best assist you.
What should I expect during a consultation with Jason Kirk?
During a consultation, you can expect a relaxed and informative discussion about your financial circumstances. Jason will listen carefully to your goals, answer your questions, and provide an overview of how he can help you achieve your financial objectives.
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