Experience

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  W1 Investment Group

  • Belgium
  • Investment Management
  • 1 - 100 Employee

  • Private Client Adviser

    • Jan 2023 - Present

  • Private Client Adviser

    • Jan 2020 - Jan 2023

    W1 is a leading wealth management IFA firm with offices in Qatar, the United Kingdom, Belgium, Spain and Switzerland. In his role as Private Client Adviser, Jason works closely with international clients to build bespoke financial plans and asset allocations to help them achieve their ultimate goal of financial independence. With a wealth of advanced financial planning tools, tax efficient strategies, and sought after investment opportunities at his disposal, Jason is well equipped to provide the highest calibre of qualified advice to clients, no matter where they are in the world.Jason provides highly specialised and trusted advice for clients and prides himself on providing high levels of service, always ensuring that financial solutions are delivered with the highest degree of professionalism and integrity.

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  Nexus Financial Services LLC

  • District Manager

    • Apr 2018 - Dec 2019

  • Senior Executive Consultant

    • May 2016 - Dec 2019

    Nexus Financial Services is the largest and longest-standing financial advisory company in the GCC, with +$1B USD in funds under management. In his role as Senior Executive Consultant, Jason was responsible for analysing the financial situations of individual clients, understanding their forward goals and objectives, and providing holistic financial and investment advice necessary to achieve those goals. Jason specialised in international financial planning advice to expatriates currently living in Qatar, with an emphasis on tax efficient strategies and structures.

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  MOKO Social Media

  • Washington D.C. United States of America

  • Management Analyst, Corporate Strategy

    • May 2015 - Dec 2015
    • Washington D.C. United States of America

    MOKO Social Media was a Nasdaq listed multi-media technology platform. In his role as Management Analyst - Corporate Strategy, Jason worked globally with site, functional and corporate management to ensure that MOKO’s corporate strategy was effectively implemented. His responsibilities included: investor relations, corporate management and external communications, crafting NASDAQ and ASX announcements, supporting capital raising activities, interfacing with senior corporate and executive management, conducting market research, developing business plans and internal and external marketing presentations, maintaining reporting systems and databases, and supporting compliance objectives.

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  Foundation Planning Services Australia

  • Perth, Australia

  • Senior Associate

    • Mar 2013 - May 2015
    • Perth, Australia

    Foundation Planning Services Australia is a boutique private wealth management firm servicing high net worth retail and institutional clients. In his role as Senior Associate, Jason was responsible for: performing research and due diligence relating to investment opportunities by conducting independent qualitative and quantitative analysis, analysing global macro-economic trends and the impact of national and global events on multiple financial markets, developing financial models and calculations, crafting economic outlook reports, paraplanning - preparing client advice documentation and undertaking portfolio performance analysis, portfolio management, and continuous monitoring of legislative changes in the regulatory environment and subsequent analysis and application.

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  Morgans Financial Limited

  • Melbourne, Australia

  • Dealers Assistant

    • Aug 2012 - Mar 2013
    • Melbourne, Australia

    Morgans Financial (previously RBS Morgans) is Australia’s largest top-tier stockbroking and wealth management firm. As Dealers Assistant, Jason’s responsibilities included: keeping abreast of regulatory reform, undertaking ad-hoc research and due diligence of ASX-listed companies and managed funds, developing portfolio plans and projections, paraplanning, assessing corporate action opportunities, and liaising with external stakeholders including fund managers, corporate agents and share registries.

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  Dixon Advisory

  • Melbourne, Australia

  • Financial Analyst

    • Jul 2011 - Jul 2012
    • Melbourne, Australia

    Dixon Advisory is one of Australia’s leading independently owned financial advisory firms. Jason’s responsibilities in his role as a Financial Analyst included: assisting the Managing and Associate Directors through developing financial calculations, projections and paraplanning, preparing for and attending client meetings including reviewing current financial strategies and assessing potential tax minimisation and wealth accumulation strategies, keeping abreast of regulatory reforms, and analysing client portfolios and strategies to determine if investment movement was necessary.

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  Bennett & Co. Financial Services

  • Brisbane, Australia

  • Dealers Assistant

    • Jan 2010 - May 2011
    • Brisbane, Australia

    Bennett & Co. Financial Services is a boutique wealth management firm specialising in advice on securities and derivatives. In his role as Dealers Assistant (whilst studying his university undergraduate program full-time), Jason was tasked with conducting preliminary research of ASX-listed securities, preparing and distributing monthly investment newsletters, and organising investment seminars.