Financial Adviser
South Brisbane Area, Australia
- Current
-
- Owner at Dolfinwise
- Education
-
- FPA
- Deakin University
- Monash University
- Caulfield Grammar
- Recommended
-
3 people have recommended Jason - Connections
-
39
connections
- Industry
- Financial Services
- Websites
Jason Bragger’s Summary
After Actuarial experience at National Mutual and a number of roles at AXA including Financial Valuations experience I commenced a financial planning practice in Brisbane 10 year ago.
My goal is for Dolfinwise to provide the best financial advice available in Brisbane for clients seeking a comprehensive, wholistic financial planning service that is free from conflicts of interest.
www.dolfinwise.com.au
Jason Bragger’s Specialties:
Complex strategy including structuring advice, Superannuation, Self Managed Funds, Investment Strategy Advice, Fee minimisation, Retirement planning, Risk Management
Jason Bragger’s Experience
Jason Bragger’s Education
-
FPA
CFP , Certified Financial Planner , 2004 — 2006
-
Deakin University
Dip FP , Financial Planning , 1996 — 1999
-
Monash University
BSC BA , Appl. Maths, French , 1992 — 1995
- Activities and Societies:
- President French Society
-
Caulfield Grammar
1988 — 1992
Additional Information
Jason Bragger’s Websites:
Jason Bragger’s Interests:
AFL, Live shows, Playing Piano
Jason Bragger’s Groups:
Brisbane Central Leads club
-
Networking events Brisbane Gold Coast Sunshine Coast -
Chartered Accountants of Australia -
Brisbane Professionals -
Australian Finance Professionals Referral Network -
Networking In Brisbane -
Brisbane Central Leads Club
-
The Prospecting Group
-
Friends of Financial Milestones -
Rostron Carlyle Commercial Lawyers -
Kids First Parent Association of Australia
Jason Bragger’s Contact Settings
Interested In:
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
