I have worked in the Financial Planning arena since 1998 having held various roles within major institutions including CUA and AXA before starting Hillman Morgan in 2003. As the Managing Director of Hillman Morgan, I feel extremely lucky to be able to lead a talented team of Financial Planners and Lending Specialists who are dedicated to helping clients achieve their version of financial freedom.
As a Financial Planner, I work closely with each of my clients to identify their goals and objectives, implementing realistic strategies that are tailored to that individual’s objectives, expectations and most importantly, their very best interest.
My ideal client is someone who may be nearing or entering the retirement phase of their life. In my opinion, this is where the assistance of a financial professional is most significant. Considering your options heading into retirement can be daunting, confusing and complicated. I feel my experience in this space lets me guide clients through the transition smoothly with absolute peace of mind.
I also enjoy working with businesses who are looking to manage risk. With both personal and professional experience in the area, I bring a unique perspective to managing the risks attached to key-man insurance and buy/sell partnership agreements etc.
I am proud to captain the Hillman Morgan team and am confident that both new and existing clients will recognise the value in our service offerings.
Advice and Services
- Wealth Accumulation
- Retirement Planning
- Business Risk Management
- Insurance & Risk Planning
- Estate Planning
Qualifications
- Certified Financial Planner – CFP®
- Bachelor of Commerce (Banking & Finance) – University of Southern Queensland
- Advanced Diploma of Financial Services (Financial Planning)
- Diploma of Financial Services (Mortgage Broking)
Professional Memberships
- Financial Planning Association of Australia
Credo
“Good luck typically looks a lot like hard work”
After Hours
Jason loves nothing more than getting outdoors with his wife and boys with many a school holidays spent camping amongst the sand dunes enjoying the simple things.