Financial Adviser · ROBINA, QLD

Jason Ian Nairn

15 Years experience
Tax advice
authorised
Currently at
Beaconsfield, VIC
ASIC Registered · ADV 000406967

Jason Ian Nairn is a financial adviser based in Robina, Queensland, with 15 years of experience in the financial services industry. Jason is currently authorised under Boston Reed Pty Ltd. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Diploma of Financial Services (Financial Planning) from Mentor Education Pty Ltd.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2006
Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2009
Advanced Texation Planning
Pinnacle Financial Service Academy
2009
Estate Planning, Practice Management & Marketing
Pinnacle Financial Services Academy
2013
Advance Diploma of Financial Planning
Pinnacle Financial Services Academy
2013
SMSF Accreditation
Pinnacle Financial Services Academy

Registration History

Aug 2018 - Present Current
Dec 2023 - Sep 2025 Ceased
NEXTGEN FINANCIAL GROUP PTY LTD
Aug 2017 - Aug 2018 Ceased
Jul 2013 - Aug 2017 Ceased
"Authorised to provide personal financial product advice to retail clients on MDA services. MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives."
WEALTHSURE PTY LTD
Aug 2012 - Jul 2013 Ceased
FINANCIAL MASTERPLAN PTY LTD
Jun 2011 - Mar 2012 Ceased

Source: ASIC Financial Advisers Register