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Jason James

Gem Planning

Bronze
6 Yrs Experience
Port Adelaide, SA 5015

Jason James is a senior Financial Advisor and has been a director of GEM Planning since 2018. He has a background in International trade with a strong understanding of global economics. Jason has a Bachelor of Economics and Finance from The University of Adelaide, as well as a Graduate Diploma in Financial Planning. He is currently undertaking further study to complete a Master’s in Financial Planning.  Jason is well-organised, and able to keep multiple priorities in mind whilst aiming for the best outcome for his clients. He is well supported by a team of administration, group benefits, and investment product specialists, whose teamwork and professionalism help him build long-term relationships with his clients. Outside of work his interests include swimming and surf lifesaving. He is a Patrolling member (and past Club Captain) of the Grange Surf Life Saving Club, and supporter of the Port Adelaide Football Club. Jason shares his life with his wife and two young daughters.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • 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
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Gem Planning

82 Dale St
Port Adelaide, SA 5015

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706