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Jason Cook
Jason Cook  

Joined Equipsuper Financial Planning in March 2011. Jason has been in financial planning since 2001. His experience includes roles with RetireInvest, Trust Company, Westpac and most recently ANZ.

Jason's qualifications include the Diploma of Financial Planning through Deakin University and a Bachelor of Economics through Monash University. He is currently working towards the Certified Financial Planning accreditation.

Jason's areas of expertise include retirement planning, investment strategies, risk insurance, social security as well as estate planning.

Jason is authorised to provide you with financial product advice and deal in the following financial products:

  • Deposits;
  • Securities (such as shares);
  • Managed investments (including Investor Directed Portfolio Services);
  • Government debentures, stocks and bonds;
  • Retirement products, including superannuation and retirement savings accounts;
  • Life insurance.

 

* Equipsuper financial planners are employees of Equipsuper Financial Planning Pty Ltd and are Authorised Representatives of Health Super Financial Services Pty Ltd. Equipsuper Financial Planning Pty Ltd is wholly owned by the Trustee of the Equipsuper Fund and is a Corporate Authorised Representative of Health Super Financial Services Pty Ltd (ABN 37 096 452 318; AFSL 240019).