Senior Office Manager
Jason has worked in the Financial Services Industry since 2005, spending several years working in London as a Senior Corporate Actions Analyst. Since returning to Australia he has worked with several Financial Planning & Stock Brokering firms in Perth. More recently he spent 4 years working with NAB Financial Planning, where his role was to support senior Financial Advisers with workflow management and to assist clients with customer service needs.
He is a critical member to our team where his “can do” approach to all tasks, consistently friendly manner and dedication to good customer outcomes are highly valued traits. He is dedicated to achieving both consistent and high levels of customer service as he carries out his responsibilities in the advice implementation area of the business. He is a reliable source of support for both our advisers and customers.
Jason has completed studies in Business Management, where he holds Certificates in Business Studies and Project Management (Cert IV).