Jason O'Donnell
Financial Adviser
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About
Jason O'Donnell is an ASIC-registered financial adviser dedicated to helping individuals and families in Westcourt, QLD, achieve their financial goals. With a Diploma of Financial Planning from Deakin University (2003), CFP Certification from the FPA (2006), and a Graduate Diploma of Financial Planning from Kaplan Professional (2022), Jason possesses a strong foundation of knowledge and experience. He is also a proud member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest professional standards. Authorised to provide advice on a comprehensive range of financial products, Jason can assist you with superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Jason's key services include: • Superannuation advice to help you maximise your retirement savings • Insurance solutions to protect you and your family from unforeseen events • Wealth management strategies to grow your assets over time • Retirement planning to ensure a comfortable and secure future • Investment advice to build a diversified portfolio tailored to your needs Ready to take control of your financial future? Contact Jason O'Donnell today to schedule a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Jason O'Donnell offer?
Jason O'Donnell provides advice on a range of financial products including superannuation, insurance, wealth management, and retirement planning. He is also authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Jason O'Donnell have?
Jason holds a Diploma of Financial Planning from Deakin University, CFP Certification from the FPA, and a Graduate Diploma of Financial Planning from Kaplan Professional.
What is the process for working with Jason O'Donnell?
The process typically starts with an initial consultation to understand your financial goals and current situation. Jason will then develop a personalised financial plan tailored to your needs. He will then implement the plan, and provide ongoing support and reviews to ensure you stay on track.
What can I expect from a consultation with Jason O'Donnell?
During a consultation, you can expect a thorough discussion of your financial goals, a review of your current financial situation, and a clear explanation of potential strategies to help you achieve your objectives. You can also expect transparency regarding fees and services.
Why should I choose Jason O'Donnell as my financial advisor?
Jason combines extensive qualifications, a commitment to professional standards as a member of the FAAA, and a comprehensive understanding of financial products to deliver tailored advice. He focuses on building long-term relationships and helping clients achieve financial security.
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