All you need to know about
Jason

My role as an Insurance Associate at Evalesco is to help our team provide personalised advice relating to Life Insurance for our clients. I care deeply and listen to our clients to effectively determine their insurance needs using our in house needs analysis approach, building relationships with key stakeholders within retail life insurer partners underwriters, business development managers, claims managers, to ensure we achieve superior insurance outcomes whilst ensuring appropriate products are recommended whilst making the application process as simple as possible.

What are the values that drive you?

Solving the widespread underinsurance problem, providing accessible risk advice to everyday Australians, providing our clients peace of mind knowing they have a personalised insurance strategy in place to protect them and their family in the event of uncertainties in the journey of life ahead.

What Healthy, Wealthy and Happy means to you?

The foundation of being wealthy and happy is good health. Having good health gives you the time and energy to explore opportunities to become wealthy and without good health it’s hard to maintain a state of happiness. Everyone’s definition of wealthy is slightly different and traditionally we associate it with having a high net worth but I would consider it not just from a financial aspect but as long as you have peace in your life, you and your loved ones are healthy, you have enough to provide for your family, then health, wealth and happiness are achieved.

Qualifications

• Bachelor of Commerce (Major in Finance)
• Graduate Diploma in Financial Planning
• ASIC Financial Adviser Exam