Fleming Financial Planning is a corporate authorised representative of Charter Financial Planning, a member of the AMP Advice Network
Our Smart Team
About our Principle, Jason Fleming CFP®
Jason Fleming understands firsthand the pressures that people face when managing their finances. With over 18 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.
Sam Gibbard
ParaplannerSam completed his Bachelors of Commerce with a Major in Finance in 2018 and commenced working at Fleming Financial Planning as a planner assistant in May 2019.
Sam has a keen interest in investments, budgeting and planning, is passionate about achieving financial independence, and hopes to help others do the same.
While building on the skills he develops at Fleming Financial Planning, Sam plans on completing a Graduate Diploma of Financial Planning to eventually move into a full financial planning role.
Mette Christensen
Assistant ParaplannerMette previously worked in Liechtenstein as a quality control manager of a dental company, and more recently in Australia as a School Officer. Mette now works as an Assistant Paraplanner for Fleming Financial Planning, starting in July 2019.
Mette fosters a high professional standard that aligns with the standards at Fleming Financial Planning, Mette enjoys maintaining the strong relationships that a small business provides for its clients. Mette's role is to liaise with clients, various product providers, and the licensee Charter Financial Planning to facilitate detailed data entry that our clients need to reach their financial goals.
Megan Fleming
Office AdministratorMegan 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.
Office Address
Fleming Financial Planning
Address: 13 Balaclava Street, Woolloongabba, QLD, 4102
Email: admin@flemingfp.com.au
Jason is a member of the Authorised Representatives Association