Jason joined SGH in December 2024 and comes with a career spanning 15 years in the financial services sector.
Jason joins the SGH Distribution Team as a Business Development Manager with responsibility for working with current and prospective clients and strengthening and expanding the relationships amongst wholesale and retail investors across Victoria, Western Australia and South Australia.
His most recent positions include regional manager for Alexander Funds and prior to this, he held positions with Dimensional Fund Advisers where he was part of the institutional and wealth global client group and a wealth management consultant at Macquarie Group.
He is based in our Melbourne office.
Qualifications:
Bachelor of Law, Bachelor of Accounting, Chartered Financial Analyst (CFA) & recently passed the ASIC Financial Adviser Exam
