Financial Planning
Jason Parker is an Authorised Representative (no. 302423) of Professional Investment Services Pty Ltd (PIS). Professional Investment Services (ABN 11 074 608 558) is the holder of an Australian Financial Services Licence (no. 234951).
At Jason Parker Financial Services we are in business to help you increase and protect your wealth, no matter what your current circumstances may be. This service can vary from limited advice without a requirement for a Financial Plan to complex full Financial Plans that take into account all aspects of a client's financial situation.
Products & Services
- General Financial Advice
- Risk Management
- Superannuation and Rollovers
- Wealth Accumulation
- Retirement Planning
- Succession Planning (business)
- Tax Planning
- Estate Planning
- Corporate Superannuation
- Financial Market Information
- Salary Packaging
- Gearing
- Financial Counselling & Education
Whatever your situation, we're confident we can help. Contact Jason whenever you have a change in circumstances. From year to year it's amazing how our lives change and if we look carefully there are usually financial ramifications.
