Jason Holder
Financial Adviser
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About
Jason Holder is an ASIC-registered financial adviser based in North Lakes, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation built on extensive qualifications, including a Master of Financial Planning from Kaplan Higher Education and accreditation as an Aged Care Professional, Jason possesses the expertise to navigate the complexities of the financial landscape. As a member of the Financial Advice Association of Australia (FAAA), Jason adheres to the highest ethical and professional standards, ensuring clients receive advice they can trust. He is authorized to provide advice on a range of financial products, including superannuation, insurance, and retirement planning, offering comprehensive solutions to meet diverse needs. Jason can advise on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Jason is committed to providing personalized service and building long-term relationships with his clients. He takes the time to understand their unique circumstances and aspirations, developing strategies that align with their values and objectives. Key services include: • Superannuation Advice • Retirement Planning • Investment Advice • Insurance Solutions • Aged Care Financial Planning Ready to take control of your financial future? Contact Jason Holder 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 Holder offer?
Jason Holder provides advice on a wide range of financial matters, including superannuation, retirement planning, investments, and insurance. He is also an Accredited Aged Care Professional, specializing in aged care financial planning.
What are Jason Holder's qualifications?
Jason holds a Master of Financial Planning from Kaplan Higher Education, a Graduate Diploma of Financial Planning, and several other industry-recognized qualifications, including Margin Lending and Geared Investments and Self Managed Superannuation Funds accreditations.
What is the process of working with Jason Holder?
The process typically begins with an initial consultation to understand your financial goals and current situation. Jason will then develop a personalized financial plan tailored to your specific needs. Regular reviews and adjustments are conducted to ensure your plan remains aligned with your evolving circumstances.
How can Jason Holder help me with my retirement planning?
Jason can help you develop a comprehensive retirement plan that addresses your income needs, investment strategies, and superannuation options. He can also provide advice on accessing your superannuation and managing your retirement savings effectively.
Is Jason Holder a member of any professional associations?
Yes, Jason is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest standards of professionalism and ethics in the financial advice industry.
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