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Jason Ball

 Jason Ball

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Suite 107, 20 Lake Orr Drive Bermuda Point
Varsity Lakes
QLD
4227
AU

Overview CONTACT THE ADVISER

Jason Ball Jason Ball

total Reviews

21

Experience

15yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Bridges Financial Services Pty Limited
Bridges Financial Services Pty Limited

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

IOOF Holdings Ltd
IOOF Holdings Ltd
Expertise
Building SuperBuilding Super
Preparing for RetirementPreparing for Retirement
Savings & InvestmentsSavings & Investments
My fees
  • Free Initial Consultation

Latest Customer Reviews (3 of 21 total)See all

"Jason is efficient, prompt with responding to enquiries and extremely helpful and knowledgable. I would highly recommend him."

Barbera , 56-65 16 Oct 2017

"My wife and I have been a client of Jasons for many years. We have found him approachable and knowledgeable at all times. He has a very caring attitude and takes a very personal interest in our investments, etc but also ensures we enjoy a good lifestyle. We would have no hesitation in recommending him to our friends and family. "

Allan and Janice May , 65+ 12 Oct 2017

"Have been with Bridges for quite a few years with Jason in particular since he took over. He has steered us in the right direction and now that we have retired 500 odd kilometres away that service has continued. We are very confident in having Jason look after our affairs as we settle down to enjoy retirement."

John, 65+ 12 Oct 2017

History & Qualifications CONTACT THE ADVISER

My qualifications

Self-Managed Superannuation Fund (SMSF) (2005)

My membership
Awards
  • No award found
Years of experience
  • 15 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Bermuda Point
Suite 107, 20 Lake Orr Drive, Varsity Lakes
QLD 4227 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 21 Total Reviews
Barbera , 56-6516 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jason is efficient, prompt with responding to enquiries and extremely helpful and knowledgable. I would highly recommend him."

Allan and Janice May , 65+12 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"My wife and I have been a client of Jasons for many years. We have found him approachable and knowledgeable at all times. He has a very caring attitude and takes a very personal interest in our investments, etc but also ensures we enjoy a good lifestyle. We would have no hesitation in recommending him to our friends and family. "

John, 65+12 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Have been with Bridges for quite a few years with Jason in particular since he took over. He has steered us in the right direction and now that we have retired 500 odd kilometres away that service has continued. We are very confident in having Jason look after our affairs as we settle down to enjoy retirement."

Brian, 65+11 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jason has been our financial adviser, in the true sense of the term, for about fifteen years. In fact we began with Bridges over twenty-five years ago and he is the third person to have secured our trust in these important matters. His amiable disposition sits extremely well with his professionalism, and the two combine to ensure he will remain our guide, and friend, for many years to come."

Gordon and Illuminada, 65+11 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

""We have been with Bridges for 20 years and have very been satisfied and have been with Jason since he started at Bridges and have enjoyed a great relationship with him and his team . We find he treats us as very good friends and he has provided sound professional advice to us and we would be only to happy to recommended him.""

Ramon & Marlene, 65+11 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Marlene & Ramon,We find Jason to be very helpful, pleasant & skilled in his advising us. We are satisfied that he has, & will continue to keep our super invested in safe & profitable investments. We like the family atmosphere that exists in his office. "

Alma, 65+10 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Alma Houghton 4220 Jason is a great help with my Financial matters I couldn't be without his help."

Rob, 65+10 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jason has been advising my wife and I for the past nine years or so. He is always assessable, a good listener and we have always found his advice to be accurate and helpful. If a course of action has been agreed to, it is promptly executed. Much to his credit Jason has a friendly demeanour with excellent interpersonal skills and is someone who is not easily distracted or fazed by any untoward circumstances. "

Gail, 56-6510 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jason has provided me with sound financial advice which has enabled me to feel financially secure moving through to retirement. His genuine care and concern is evident in the way he has dealt with me. "

Donald, 65+10 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have been with Bridges and Jason since 2003 and have enjoyed a great relationship with him and his team . We find he treats us as part of the family and has provided sound professional advice to us and the many friends we have recommended to him."

Ann, 65+13 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jason has been my Financial Planner since June 2012, and, together with Tam, his wife, have become trusted friends. Jason and his colleagues at Bridges provide a welcoming and friendly environment, supported by prompt, efficient and effective information and advice. He makes dealing with matters of finance a pure pleasure.."

Russ and Bev, 56-6511 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jason not only treats you as a client he makes you feel that you are a very close friend as well.My wife and myself feel very secure with Jason looking after our financial affairs i.e. super. Russand Bev "

frank, 65+28 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Both my wife and myself have been seeing Jason for over 7 years now. We have always found him to be thoroughly professional and extremely knowledgeable about the industry. We have always found his advice to be excellent and forthright, with positive results. office staff have been very friendly and helpful."

Barry, 65+26 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jason has been looking after my superannuation for many years and I could not be happier. His investment strategy seems to work extremely well and he is always available should I need advice. The staff at Bridges are also very obliging and reliable."

Maureen, 65+24 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jason Ball has been very professional n most helpful in handling my financial matters. I would have no hesitation in recommending him to my family or friends. You couldn't find a nicer person than Jason. Maureen 4226 "

Elaine, 65+24 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have been with Jason for quite a time now and as a female on my own I very much appreciate all the advise he recommends to me as I want to remain financially independant. He is very approachable and friendly and I am confident with the financial advise he gives me, I like him also a person and friend."

Kel, 56-6524 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Having been a client of Jason's for 2 years we are so pleased we went with him, as we vetted several prospective advisers but none compared to the commitment and personal touch he offers. Jason delivers everything he promises and more, is always contactable and approachable. We look forward to many years with Jason."

Ross, 65+23 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Since my introduction to Jason I have fully intrusted him with my financial planning and future security. Thus far Jason has performed above and beyond my expectations."

Douglas (Doug), 65+23 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have been extremely happy with Jason and his work since he took over our portfolio. He has managed our accounts so well that the balance has always been above what we started with and we have lived well off the income via the Pension Scheme that he reworked and set up for us. The reviews are always good fun, and full of good advice. Jason has never taken offence if we do not agree with him with any change in investment. We have a good working and personal relationship. We can only say that if a good, no, an excellent adviser is required, see Jason Ball. Doug & Bev 73+"

sue, 65+23 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

" Jason has bee my financial advisor for over 10 years we have weathered some critical times together. Making the final decision to retire from work transferring my super from industry fund to Jason and the GFC. Jason is always readily available by phone or email despite the fact he has many clients you always feel like you matter. I trust his judgment knowledge and most importantly his ethics. "

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Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
16
Customers

#2
Centrelink Benefits
STRENGTH
10
Customers

#2
Savings Investment
STRENGTH
10
Customers

#3
Tax Effective Strategies
STRENGTH
7
Customers

#4
Preparing For Retirement
STRENGTH
5
Customers

#4
Self Managed Super Funds
STRENGTH
5
Customers

#5
Insurance Protection
STRENGTH
4
Customers

#5
Socially Responsible Investments
STRENGTH
4
Customers

x

Overall rating

95%

Jason Ball

Company: Bridges Financial Services Pty Limited

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Jason Ball is a member of and in what capacity, the licensee or company of Jason Ball and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Jason Ball (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%