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Jason Cook

Jason Cook

Mr Jason Cook
Specialist SMSF Adviser

Financial Services Guide

Experience

Jason Cook has combined experience since 1995 in banking, financial services and planning industries. Jason has gained an appreciation of the value of investing having been a Financial Adviser and Company Director since 2006; and prior to that, as a Personal Adviser to a high-value portfolio of clients for one of Australia’s leading banks.

Jason is a firm believer that there is a strong, long-term relationship between financial advice and the achievement of lifetime goals and objectives. That is, everyone can benefit from having a financial “coach” to assist them in moving towards financial independence. This is best achieved with constant communication and monitoring so that the client has a good understanding of the strategies and how they are tracking.

Qualifications

Jason is a qualified Specialist SMSF Adviser through the SMSF Association; holds a Diploma of Financial Services (Financial Planning); and is currently studying to complete an Advanced Diploma in Financial Services.

Additional Information

Jason is a Director of Presidio Financial Services Pty Ltd trading as WB Financial - Woolloongabba Central.

Financial Services Guide (FSG)

I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.

This FSG is in Adobe™ Acrobat™ format. If you do not have Acrobat installed, you can download Acrobat by clicking on the icon to the right. Otherwise, click on the download link. Download

Download Adobe Acrobat
Address Windsor Bartholomew House Level 1, 32 Logan Rd Woolloongabba QLD 4102
Phone 07 3391 7199
Mobile 0400 892 069
Email jason.cook@wb.com.au