Jason Eldridge ∼ Financial Adviser
Experience in the Financial Industry
Jason has worked in the financial services industry for almost 15 years, 12 of them in both business and retail banking as a financial planner. His experience with retail customers, small business owners and the High net worth saw him providing help, guidance and advice in;
Superannuation; SMSF; Retirement Planning; Investments; Risk Protection – Business (Buy/Sell and Key Person) and Personal.
Jason is highly qualified and experienced in Financial Planning and is able to utilise this experience and knowledge to help you to build your wealth and achieve your financial independence.
Jason’s aim is to put you on a path to financial success by tailoring his advice around your personal goals and lifestyle objectives. He will continue with you as your trusted adviser along this journey.
Qualifications and Current Training
Jason is currently holds a Graduate Certificate in Financial Planning and he is also undertaking further study to complete his Masters in Financial Planning.
In his spare time Jason is active in community through his service in Rotary and keeping up with their 3 children. Jason likes spending time with his family bush walking, fishing and cycling and he loves to socialise with friends and family. His interests include sports, music and technology.
Authorised Representative 1004812
Level 1. 123 Victoria Street,
MACKAY QLD 4740
Phone: 07 4953 4082
Facsimile: 08 8273 0677
Click here to view Jason’s Adviser Profile.
Click here to view Jason’s Financial Services Guide.