Fleming Financial Planning is a corporate authorised representative of Charter Financial Planning, a member of the AMP Advice Network

Our Smart Clients

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Case Studies

CLIENT 1: Health Professional

Andrew leads a busy life, is time poor, needed better tax planning, and wants simplified finances.

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CLIENT 2: Business Owners

Rowan is married, with two children, and has his own business. After setting up superannuation & insurances, Rowan suffered a prolonged period of poor health.

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CLIENT 3: Retired Couple

Andrew and Androulla ran their own retail business, and decided to retire.

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CLIENT 4: Self-employed

Trent is time poor and requires advice to maximize his Australian investments.

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CLIENT 5: Bruce T, Corporate Manager

I have known Jason for ten years, initially in my former role as Regional Manager at Westpac. Jason was highly regarded at Westpac with his enthusiastic and no-nonsense attitude.

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CLIENT 6: Pauline T, Self-Funded Retiree

I first met Jason Fleming in 2006 at Westpac Bank when I wanted to set up my Superannuation Portfolio. I found him to be helpful, and he gave me good advice on a long term strategy. When Jason left Westpac I was confident for him to look after my portfolio.

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CLIENT 7: Aaron & Rebecca B, Self-Employed

Jason has been our Financial Planner now for almost 10 years. We have always appreciated his approach to the way that he provides us with financial advice which is; honest, direct, informative and personable.

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Any Questions? Call 07 3391 7342

Office Address
Fleming Financial Planning
Address: 13 Balaclava Street, Woolloongabba, QLD, 4102
Email: admin@flemingfp.com.au