Team
Jason Mudge
Meet Jason
Jason Mudge is a Financial Adviser at Halpin Wealth with over 30 years of experience in the financial planning industry. Before joining Halpin Wealth in 2021, Jason was the lead adviser and owner of JM Wealth Group, where he built a reputation for providing expert, honest, and trusted advice.
Jason specialises in portfolio management, risk management, and wealth accumulation, offering tailored strategies that empower clients to achieve financial security and peace of mind. His commitment to good old-fashioned service, combined with technical expertise, ensures clients feel supported at every stage of their financial journey.
Feel free to connect to explore how Jason can support your financial goals.
EXPERTISE
- Portfolio Management
- Risk Management Strategies
- Strategic Financial Planning
- Debt Management and Asset Allocation
- Comprehensive Wealth Creation Solutions
QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS
- Bachelor of Economics (Flinders University)
- Diploma of Financial Planning (RMIT University)
- Certified Financial Planner (CFP®)
- Financial Adviser Standards and Ethics Authority (FASEA) Accredited
- Member of the Financial Advice Association of Australia (FAAA)
CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.