Financial Adviser · NORTH SYDNEY, NSW

Jason Perkins

24 Years experience
Tax advice
authorised
ASIC Registered · ADV 001235458

Jason Perkins is a financial adviser based in North Sydney, New South Wales, with 24 years of experience in the financial services industry. Jason is currently authorised under Mjpw Capital Pty Limited. Jason holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Jason is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA), SMSF Association and The Tax Institute (CTA).

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2003
Diploma of Financial Planning
Financial Planning Association of Australia
2007
Bachelor of Taxation
UNSW
2008
Certified Financial Planner
Financial Planning Association of Australia
2016
SMSF Association Specialist Member Accreditation Program (SSA)
SMSF Association

Registration History

Jan 2024 - Present Current
Oct 2018 - Dec 2023 Ceased
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Oct 2018 - Jun 2020 Ceased
Sep 2015 - Aug 2018 Ceased
Mar 2004 - Feb 2011 Ceased

Source: ASIC Financial Advisers Register