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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. He gets on with his work, is ethical, trustworthy and will do everything to get the best result he can to help people reach their financial goals. Jason was successful almost immediately in achieving very good client experiences.

In his seven years with Westpac, Jason qualified for seven top Team Conferences including two Chairman’s Councils. He worked primarily with self employed or professionals – with complex financial affairs.

Jason has enjoyed success right across the Westpac Business and will be remembered as one of the best Planners to have worked at Westpac. Jason also had a hand in the development of some very good up and coming Planners.

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