Jason Cook has combined experience since 1995 in banking, financial services and planning industries. Jason has gained an appreciation of the value of investing having been a Financial Adviser and Company Director since 2006; and prior to that, as a Personal Adviser to a high-value portfolio of clients for one of Australia’s leading banks.
Jason is a firm believer that there is a strong, long-term relationship between financial advice and the achievement of lifetime goals and objectives. That is, everyone can benefit from having a financial “coach” to assist them in moving towards financial independence. However, this is best achieved with constant communication and monitoring so that the client has a good understanding of the strategies and how they are tracking. Jason holds a Diploma of Financial Services (Financial Planning) and is currently studying to complete an Advanced Diploma in Financial Services.
Despina Emanouil is a dedicated Associate to Jason, and also has combined experience since 1996 in the banking, financial services, and planning industries.
Despina spent two years with a major international bank in 2005 and, prior to that, as an Assistant Relationship Manager to a high-valued portfolio of clients for one of Australia’s leading banks. Despina’s role is as primary support to Jason, to ensure that all clients are delivered a total financial planning package. Despina holds a Bachelor of Business Management (UQ).
Nigel Gralton is a recent addition to the team, employed to liaise with the stakeholders, assist with office duties and bolster the dynamic growth possibilities of the business. Nigel currently holds a Bachelor of Business, a Bachelor of Commerce (Major in Financial Planning) and significant experience in hospitality spanning 6 years. He found his calling to become a part of the financial services industry after winning consecutive awards for presentations as part of the Griffith Professional Development program.