Jason describes his decision in 2000 to carve a career in wealth advisory as a personal calling. Over the years, he has partnered many clients who, under his guidance, have achieved lifetime financial security and success.
Prior to joining IPP in 2004, Jason spent six years at a leading life insurer and in the banking sector. His time at the credit department of a major bank soon made him realise that many do not plan their finances properly. This sparked his decision to enter the personal wealth advisory sector – he wanted to make a positive impact on the lives of others.
Today, he is an AG partner at Genesis Advisory Group, where he continues in his mission to help his clients carefully manage and optimise their financial resources. He keeps a keen eye on the market, constantly studying and keeping abreast of new product developments and industry changes. Also a current practitioner, he offers relevant and practical advice that enables his advisers to perform at their peak. The numerous awards that he has garnered for the Group are a testament to his dedication and commitment to excel.
Jason holds a Bachelor’s degree in Marketing and Finance from Curtin University of Technology, Australia.
ABOUT GENESIS ADVISORY GROUP
The Genesis Advisory Group comprises a team of dynamic, results-driven and high-performing advisers. Guided by our core values of personal integrity, care and concern, we adopt a client-centric approach to crafting effective and sustainable financial plans for our clientele – the mass affluent and high net worth markets, comprising both locals and Chinese, Indonesian and US expats residing in Singapore.
Through our proven mentorship framework, the senior advisers and the managing partner himself dedicate time and effort to mentoring new and driven advisers. At Genesis Advisory Group, we regard open sharing as one of the catalysts for success. That’s why, despite our diverse backgrounds, our team of advisers practises a culture of care, constantly spurring each other on to achieve their personal and professional goals.