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

Our Smart Team

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About our Principle, Jason Fleming CFP®

Jason Fleming understands firsthand the pressures that people face when managing their finances. With over 15 years’ experience in the banking and financial services industry, Jason has acquired a solid reputation for providing service and financial knowledge to his clients.

Jason’s financial planning career is varied, having worked in both a large multi-national banking institute (Westpac) and a boutique financial planning practice, assisting many clients plan and manage their financial situation from basic to complicated financial matters such as investments, tax minimisation and business planning.

Fleming Financial Planning was established in 2010, to enable clients to receive the next level of service not offered by other practices and institutions.  Jason specialises in providing financial advice for complex financial scenarios such as:

  • - Business Succession Agreements
  • - Structuring ownership of assets through Family Trusts, Corporate and Superannuation
  • - Group Superannuation and Automatic Group insurance cover

Whether you are a business owner or high income PAYG, you need to ensure your money is managed properly to effectively maximise your financial situation.

Jason is highly regarded within the Brisbane Financial Planning circles.  Being a business owner with a young family, Jason fully understands the types of money matters that families and businesses face.  Knowing just how complicated finances can be, Jason’s motto is simple – “be smart with money”.

Jason is an Authorised Representative of Charter Financial Planning, and a member of the AMP Financial Advice Network, and fully accredited to give you financial advice.   Jason has a Bachelor of Business in Marketing/Management, a post graduate degree in Financial Planning, and is a Certified Financial Planner (CFP®), the highest education recognition in Financial Planning. 

Lara McMahon

ParaPlanner

Lara completed her Diploma of Financial Planning in 2016 and commenced working at Fleming Financial Planning as a para-planner in February 2016.

Lara has a keen interest in, and enjoys, assisting others with their budgetary needs to reach financial freedom. Lara is often called upon by friends and family to provide assistance and guidance on their financial goals.

While building on her experiences within the field, Lara plans on completing her Advanced Diploma of Financial Planning in the near future.

Johanna Dahlgren

Assistant Para-Planner

Johanna is a university student working part time with Fleming Financial Planning, having joined the team as a para-planner in October 2018.

Fostering a high professional standard that aligns with the standards at Fleming Financial Planning, Johanna enjoys maintaining the strong relationships that a small business provides for its clients.

Johanna’s role is to liaise with clients and the Licensee (AMP) to facilitate detailed data entry that our clients need to reach their financial goals.

Megan Fleming

Office Administrator

Megan Fleming works part time with Fleming Financial Planning as the Office Administrator. Megan performs administrative roles for Fleming Financial Planning that comes with running our small business.

Megan also works part time for the Queensland Public Service as a Business Manager and has performed various other roles in the public sector for over 20 years.

Megan’s role is to assess and implement the forward planning requirements for Fleming Financial Planning, co-ordinate any client data updates, and liaise with the Licensee (AMP) to ensure accurate reporting.  Megan understands firsthand the pressures of juggling home, work and business responsibilities.

Partnering With AMP

Financial Planning has aligned with AMP as its advice partner. AMP is a large corporate with an extensive compliance mandate, giving investors confidence in the advice recommended.

Partnering with AMP allows Fleming Financial Planning to access a wide product selection, comprehensive support and investment research. AMP is the leading financial advice provider in Australia, and an excellent partner for Fleming Financial Planning clients.  You can be confident that the service and advice provided by Fleming Financial Planning is backed by a sound financial organisation.

Any Questions? Call 07 3391 7342

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