Jason D’Costa
It’s my job to assist your Financial Adviser to help prepare your financial plan.
Having worked previously as a Financial Adviser and Accountant, I pride myself on working with your experienced Financial Adviser to provide exceptional personal financial advice tailored to clients specific objectives and goals.
I have a completed Commerce degree, majoring in Accounting and Finance as well as a Diploma of Financial Planning.
Outside of work I teach yoga and enjoy spending time at the beach.
...We know that you cannot control the world’s economy but it’s such a relief that we don’t have to worry continuously about what to do with our finances...Diane & Tony
...I realised that a financial advisor makes good sense for people who just need assistance to get some future savings strategies into place...Sarah F
...Although always professional, I really appreciate your approachableness (if that’s a word) and I am raving about you to all and sundry...Anne H
...I have recommended Brad to many of my friends and acquaintances and do so with the greatest of confidence that he will provide the same excellent level of service to them as he does to me...Salina S
...Brad is undoubtedly the most proficient and sincere financial planner that I have had the pleasure of working with...Shan B
...Stephen proved to be a breath of fresh air. We were and continue to be delighted with Stephen’s friendly, caring, genuine and honest approach, his wealth of knowledge and expertise and his easy to understand advice...Barbara C