Team

Meet Jason

Jason is a Financial Adviser at Halpin Wealth and he has been providing personal advice to clients for over 30 years. Prior to joining the Halpin team, Jason was the lead adviser and owner of another Adelaide based financial services company, JM Wealth Group. Jason identified a strong cultural fit for himself and his clients at Halpin Wealth and joined them in March 2021.

QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS

Jason has achieved the following financial planning accreditations:

• Successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam;
• Kaplan – Ethics and Professionalism in Financial Advice;
• Bachelor of Economics (BEc);
• Diploma of Financial Planning (DipFP); and
• Certified Financial Planner ®.
• 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.