CFP®
BBus AdvDipFS(FP)
Insight Financial Advisers, ABN 41 102 413 007:
Authorised Representative of Oreana Financial Services Limited ABN 91 607 515 122
Australian Financial Services Licensee No. 482234
Registered Office: Level 17, 627 Chapel Street, South Yarra, Melbourne, Victoria, 3141, Australia
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Jason is a Certified Financial Planner (CFP) with a passion for helping his clients take control of their personal situation and provides financial solutions that meet their specific needs.
Jason started in financial services in 1997 and continues to ensure that his clients can go and do what they do best knowing their personal finances are being looked after.
Outside of the office, Jason keeps active playing squash each week and the occasional game of golf. On the weekends, Jason can be found spending countless hours outdoors in his backyard. Living on acreage makes this a full-time job!
Jason is a passionate sports fan and follows the local Gold Coast Titans team in the NRL. Jason is also a keen follower of rugby union and English football (soccer). Jason is married to Tamara and has three children who are almost all grown up now.
Tim is a strong believer that Financial Advisers can make a positive difference in people’s lives and makes every effort to simplify the entire retirement process. He feels retirement should not be a scary time and if he can help people feel in control, rather than overwhelmed, then he has done his job. He started in Financial Services in 2001 and has been recognised with several awards throughout his career, acknowledging his success with clients and professional partners.
Tim holds a Bachelor of Business from the University of Newcastle as well as a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning). He is also a member of the Financial Advice Association of Australia.
On a personal side he was born and raised in NSW but moved to QLD in 2013 to seek out more sunshine. When not at work he is enjoying time with his young daughter or canine companion. So far, the fur baby (a not so little Weimaraner) has proven the more difficult to raise. In any spare time, he enjoys lazing around at the beach, sneaking in a game of golf, or going mountain biking.
With 30 years of experience in the banking and finance industry, including 16 years specialising in Financial Planning. Brian holds an Advance Diploma Financial Services (Financial Planning) and uses this knowledge to assist clients to ensure their financial planning journey is a positive one.
In his spare time Brian loves spending time with family and friends, camping, watching live music and following his beloved Brisbane Broncos.
Sharon joined Insight in 2019 and really enjoys the front of office role and meeting people. She likes making you feel welcome and at ease from the moment your call is answered or you walk in our door and she’ll happily make you a mean cup of coffee!
Country NSW born and bred, and only a recent resident of Queensland, Sharon now considers the Gold Coast as the only place in the world to be.
Karen is a valued member of our “engine room” who thrives on the problem-solving aspects of her role. She loves nothing more than collaborating with her peers to find better ways of engaging with our clients. After 30 years in financial planning, she still gets a thrill from helping our clients achieve their goals.
On her time off, Karen enjoys a round of golf with her husband, a lunch date with friends or catching up with family.