Founder | Managing Director
After completing a Bachelor of Economics in 1999 and a two-year stint working for Westpac in the UK in 2001, Jason quickly forged a reputation as one of Australia’s leading financial advisors. His knowledge of investment markets, asset management, investment structures and legislation, coupled with his ability to communicate and share that knowledge with investors, resulted in positive early returns for Strategic Financial Planning Australia’s clients.
In 2009, Strategic FPA purchased Kerry Sourasis’ financial planning business, adding more than 35 years. In 2010, Jason formed and became the managing director of Strategic Financial Group Australia, in order to offer clients a full suite of services, from banking & finance to accounting, legal and management. Away from business, Jason is an owner of Albert & Sydney, one of Melbourne’s premier private function venues. He also features on the board of Liptember, a charity raising awareness of mental health issues for women, and has a keen interest in sport, with passions particularly for North Melbourne, Barcelona and Melbourne City.