Jaxon Avery profile photo

Jaxon Avery

JPA Financial Services

Bronze
6 Yrs Experience
Burleigh Waters, QLD 4220

At JPA Financial Services, I am here to help everyday Australians reach their financial goals. I do this by simplifying complex things into easy to understand pieces.

Our process:

  • Review your current situation
  • Create a clear end goal & steps to protect your income & assets
  • Review your progress and amending the plan for life's changes

What sets me apart from any other advisor is everything I do falls back on to the clientโ€™s long, medium & short term goals. This is my primary focus and will always be at the forefront of my mind when looking at any aspect of the clientโ€™s financial choices.

๐—ฃ๐—ฎ๐—ฟ๐˜๐—ป๐—ฒ๐—ฟ ๐˜„๐—ถ๐˜๐—ต ๐—๐—ฃ๐—” ๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฆ๐—ฒ๐—ฟ๐˜ƒ๐—ถ๐—ฐ๐—ฒ๐˜€:

My primary focus is for every client to grow their asset base and wealth. This, in turn, will create more properties and tax requirements that will grow the business of any Accountant or Broker I am partnered with by providing future work. Working together we can truly provide a better service to your clients! If your clients ask for financial advice you can pass them to me, freeing up your time while you have peace of mind knowing I will uphold your reputation and provide the best possible service.

Here at JPA, we want our clients to succeed and reach their financial goals while maintaining a lifestyle they are proud of.

I am blessed to do what I love and to be able to share the wins with our clients!

Please, feel free to reach out for any enquiries:

support@jpafinancialservices.com.au

0431376130

www.jpafinancialservices.com.au

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Property Investment
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

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 2018
  • Years of experience 6
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

JPA Financial Services

Suite 6104, 12-14 Executive Dr
Burleigh Waters, QLD 4220

Opening hours

  • 8:00am – 8:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Ad Advisory Services

AFSL 237058