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 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:

  • - Investing into the market
  • - Structuring ownership of assets through Family Trusts, Corporate and Superannuation
  • - Implementing tax effective advice
  • - Protect family in case of unforseen event in the most cost effective manner
  • - Implement strategies to protect assets

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. 

Kerry Millar

Senior Financial Planner

Qualifications:
- Certified Financial Planner
- Diploma of Financial Planning
- Master of Business Administration
- Master of Professional Accounting

I believe financial planning is about listening to what my clients truly want and helping them achieve their goals. It is a privilege to be a trusted partner helping guide my clients through often complex and difficult decisions. Getting to know my clients over the long term and seeing them enjoy a full and happy retirement is extremely rewarding

With more than 30 years in the finance industry, including 25 years as a financial planner, Kerry brings a high level of technical expertise and planning experience to her role with Fleming Financial Planning.

Kerry is dedicated to removing the stress from complex financial decisions and providing expert advice to guide her clients to financial freedom.

In doing this she draws on her extensive education and hands-on experience, having earned a Diploma of Financial Planning, Master of Business Administration and Master of Professional Accounting.  Kerry has been a Certified Financial Planner since 2001 and is committed to maintaining the highest levels of technical excellence and professional standards.

When not working Kerry enjoys travelling and creating hand-made pottery.

Sam Gibbard

Paraplanner

Sam 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 Paraplanner

Mette 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. 

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