BCom, Dip. FP, ICAA, FPA
Jason is an Executive Director of JBWere. Jason’s key focus in a 21 year career in financial services has been advising individual clients and their families and not for profit organisations on investment and financial planning strategies. Jason has worked with JBWere for the last 15 years and during that time has held various senior positions including Victorian Manager of Private Wealth Management for four years and Partner of JBWere Goldman Sachs.
Jason takes a keen interest in the philanthropic services that JBWere offers to its clients, providing strategic advice to private philanthropists, boards and committees on donor strategies and structuring; investment strategy and the running of private ancillary funds.
Through his leadership roles at JBWere, Jason has gained extensive experience in both business strategy development and execution across a range of areas, including product and service development and people management.
Prior to JBWere, Jason’s was a Chartered Accountant, working over six years with PricewaterhouseCoopers and Arthur Andersen.
Jason is a currently a committee member of the Victorian Adviser Committee of the Family Business Association and a member of the Taxation Institute of Australia. Jason has had previous experience with the health sector, working on the Investment Sub Committee of the Public Health Association.