Jason Chew
Financial Adviser
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About
Jason Chew is an ASIC-registered financial adviser based in Beaumaris, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation built upon a Diploma of Financial Services (Financial Planning) from Traineeship Management Australia (TMA) in 2009 and an Advanced Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy in 2010, Jason has consistently expanded his knowledge and expertise. Jason's commitment to excellence is further demonstrated through specialized training in Self Managed Superannuation Funds from Kaplan Professional (2015), earning the prestigious Fellow Chartered Financial Practitioner (FChFP) designation from the Association of Financial Advisers (AFA) in 2018, and completing advanced studies in Ethics and Professionalism in Financial Advice through Kaplan Professional in 2019. In 2024, Jason further enhanced his expertise by completing the Accredited Listed Product Adviser Program, also through Kaplan Professional. Authorised to provide advice on a wide range of financial products, Jason specialises in superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Jason Chew today for a consultation and personalised financial plan.
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Frequently Asked Questions
What types of financial advice does Jason Chew provide?
Jason Chew specialises in superannuation advice, retirement planning, wealth management, insurance solutions, and investment advice. He can help you navigate complex financial decisions and create a plan tailored to your specific needs.
What qualifications does Jason Chew have?
Jason Chew holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), specialist certifications in Self Managed Superannuation Funds and Ethics and Professionalism in Financial Advice, is a Fellow Chartered Financial Practitioner (FChFP), and has completed the Accredited Listed Product Adviser Program.
What can I expect during my first meeting with Jason Chew?
During your initial consultation with Jason, you can expect a thorough discussion of your financial situation, goals, and concerns. He will take the time to understand your needs and provide you with clear and actionable advice.
How does Jason Chew stay up-to-date with changes in the financial industry?
Jason Chew is committed to ongoing professional development and regularly attends industry events, completes continuing education courses, and stays informed about the latest changes in financial regulations and investment strategies. This ensures that he provides his clients with the most current and relevant advice.
What is the process for developing a financial plan with Jason Chew?
The process typically involves an initial consultation, data gathering and analysis, plan development, presentation of the plan, implementation, and ongoing monitoring and review. Jason will work closely with you throughout each step to ensure that your plan aligns with your goals and objectives.
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