Jason Spears
Financial Adviser
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About
Jason Spears is an ASIC-registered financial adviser based in Mornington, VIC, dedicated to helping clients achieve their financial goals. With a strong educational foundation, holding a Master of Financial Planning from Kaplan Professional (2024) and a Diploma of Financial Planning from the FPA (2002), Jason combines extensive experience with the latest industry knowledge. He has also completed FPC001B, FPC002B, and FPC007B with Kaplan Professional, ensuring a deep understanding of the legal, ethical, and client engagement aspects of financial advice. As a CFP® professional and member of the Financial Advice Association of Australia (FAAA) and the Finance Brokers Association of Australia (FBAA), Jason adheres to the highest professional standards. He is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions for every client. This includes superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice • Estate Planning Whether you are planning for retirement, seeking to grow your wealth, or need advice on insurance and superannuation, Jason can provide expert guidance. Contact Jason today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Jason Spears offer?
Jason Spears provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, and investments. He tailors his advice to meet the specific needs and goals of each client.
What are Jason Spears' qualifications and memberships?
Jason Spears holds a Master of Financial Planning from Kaplan Professional, a Diploma of Financial Planning from the FPA, and is a CFP® professional. He is also a member of the Financial Advice Association of Australia (FAAA) and the Finance Brokers Association of Australia (FBAA).
How does Jason Spears approach financial planning?
Jason takes a holistic approach to financial planning, focusing on understanding your current financial situation, identifying your goals, and developing a tailored strategy to help you achieve them. He emphasizes clear communication and ongoing support to ensure you feel confident and informed.
What should I expect during my first meeting with Jason Spears?
During your initial consultation with Jason, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. This meeting is an opportunity for Jason to understand your needs and determine how he can best assist you. There is no obligation to proceed after the initial consultation.
How can Jason Spears help me with my retirement planning?
Jason can help you develop a comprehensive retirement plan that considers your desired lifestyle, income needs, and risk tolerance. He can provide advice on superannuation, investments, and strategies to maximize your retirement savings and ensure a comfortable retirement.
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