Jason Harvey
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Jason Harvey is an ASIC-registered financial adviser based in Bendigo, Victoria, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With over two decades of experience in the financial services industry, Jason holds a Bachelor of Business in Financial Planning from RMIT (2000) and earned his Certified Financial Planner designation from the Financial Planning Association in 2003. He stays up-to-date with industry best practices through ongoing professional development, including completing Ethics and Professionalism in Financial Advice FPC002B from Kaplan in 2019. Jason is a proud member of the Financial Advice Association of Australia (FAAA). Jason is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring his clients receive well-rounded and informed guidance. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Jason Harvey today for a consultation and personalised financial plan.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Jason Harvey offer?
Jason Harvey provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Jason Harvey have?
Jason Harvey holds a Bachelor of Business in Financial Planning from RMIT and is a Certified Financial Planner. He also completed Ethics and Professionalism in Financial Advice FPC002B from Kaplan.
What is the process for working with Jason Harvey?
The process typically starts with an initial consultation to understand your financial situation and goals. Jason will then develop a personalised financial plan tailored to your specific needs. Regular reviews and adjustments are made to ensure the plan remains aligned with your evolving circumstances.
How can wealth management advice from Jason Harvey help me?
Wealth management advice can help you grow and protect your assets through tailored investment strategies, risk management, and ongoing monitoring. Jason will work with you to create a plan that aligns with your risk tolerance and financial objectives.
What should I expect during my first meeting with Jason Harvey?
During your first meeting, you can expect a comprehensive discussion about your financial situation, goals, and concerns. Jason will take the time to understand your needs and explain how he can help you achieve your financial objectives. This is a great opportunity to ask questions and get to know Jason's approach to financial planning.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.