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Jason West

Fourier Financial Group

Silver
6 Yrs Experience
Sheldon, QLD 4157

Jason West is recognised as a world leader in financial research and the dynamics that drive portfolio management behaviour. He is known for understanding the modelling challenges of emerging areas in finance including superannuation portfolio management, aged care, taxation and business risk management. His recent research has used these techniques to focus on the key questions of wealth portfolio optimisation for superannuants using stochastic simulation and dynamic programming linked to survival expectations.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Asset-based fee for investment advice. Hourly fee for strategic advice and research.

At a glance

  • Adviser status Silver
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Doctor of Philosophy (Finance and Economics)
  • Language spoken
    • English

Fourier Financial Group

54-56 Campbell Rd
Sheldon, QLD 4157

Opening hours

  • 7:00am – 7:00pm Monday – Friday
  • 9:00am – 5:00pm Saturday

Licensed by

Radius Wealth Pty Ltd

AFSL 530266