Jason Giordmaina profile photo

Jason Giordmaina

Lifespan Financial Planning

Bronze
22 Yrs Experience
Redan, VIC 3350

Jason has been providing professional Financial Planning

advice and solutions to clients since 2003. He has

worked in both boutique firms as well as some of

Australia’s largest financial institutions.

Whether clients are planning for a family, preparing for

retirement, or running their own business, he

understands that no two clients are the same.

Jason prides himself in developing excellent working

relationships with all his clients and is committed to

providing a professional personalised advice service to

ensure clients have an appropriate financial plan in place

to assist in securing their future.

Jason loves spending time with his family. He loves what

he does and is passionate about helping people succeed

financially.

Jason completed his Advanced Diploma of Financial

Planning in 2007 and regularly attends ongoing training

and professional development sessions with Kaplan

Education Pty Ltd.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Complex Investments
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2003
  • Years of experience 22
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Lifespan Financial Planning

501 Errard St S
Redan, VIC 3350
Suite 2, Level 24, 1 Market St
Sydney, NSW 2000

Licensed by

Lifespan Financial Planning

AFSL 229892