Jason Featherby
Financial Adviser
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About
Jason Featherby is an ASIC-registered financial adviser based in West Perth, WA, dedicated to helping clients achieve their financial goals with tailored and strategic advice. With a Bachelor of Business from ECU (1998) and a Graduate Diploma of Financial Planning from the Securities Institute (2003), Jason has built a solid foundation of knowledge and expertise. He further enhanced his credentials by becoming a Certified Financial Planner (FPA) in 2005, completing Ethics & Professionalism training with Kaplan in 2019, and passing the FASEA Financial Adviser Exam in 2020. As a proud member of the Financial Advice Association of Australia (FAAA), Jason adheres to the highest standards of professionalism and ethical conduct. Jason is authorized to provide advice on a comprehensive 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. Jason’s key services include: • Superannuation advice to optimize your retirement savings. • Insurance solutions to protect you and your loved ones. • Wealth management strategies to grow and preserve your assets. • Retirement planning to ensure a comfortable and secure future. • Investment advice tailored to your individual circumstances. Ready to take control of your financial future? Contact Jason today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Jason Featherby offer?
Jason Featherby provides advice on superannuation, insurance, wealth management, retirement planning, and investments, including life insurance and securities. He can help you create a comprehensive financial plan tailored to your needs.
What are Jason Featherby's qualifications and experience?
Jason holds a Bachelor of Business, a Graduate Diploma of Financial Planning, and is a Certified Financial Planner. He has been working in the financial advice industry since 2003 and is a member of the Financial Advice Association of Australia (FAAA).
How does Jason Featherby develop a financial plan for his clients?
Jason begins by understanding your financial goals, current situation, and risk tolerance. He then develops a customized financial plan that outlines strategies and recommendations to help you achieve your objectives. Regular reviews and adjustments ensure the plan remains aligned with your evolving needs.
What can I expect during my first meeting with Jason Featherby?
During your initial consultation, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Jason will explain his approach to financial planning and answer any questions you have about his services and fees. This meeting is an opportunity to determine if Jason is the right financial adviser for you.
How does Jason Featherby stay up-to-date with the latest financial regulations and industry trends?
Jason is committed to ongoing professional development and regularly attends industry conferences, seminars, and training courses. He also stays informed about changes in financial regulations and market trends through professional publications and memberships, ensuring he provides the most current and relevant advice.
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