Qualifications & Memberships

  • Certificate III in Bookkeeping
  • Bachelor of Accounting (FP, Tax)

Areas of Expertise

  • Estate planning
  • Insurance
  • Self Managed Super Fund
  • Small business
  • Superannuation

Jason Sapier

Client Services Manager

With over 12 years of experience in accounting, Jason has built a strong foundation in financial principles, client service, and strategic thinking. He is currently enhancing his expertise and developing new skills as he works toward becoming a financial planner.

Jason holds a Certificate III in Bookkeeping and a Bachelor of Accounting majoring in Financial Planning and Taxation.

Jason’s ideas of Financial Freedom

“For me, financial freedom isn’t just about numbers. It’s about enjoying a comfortable, worry-free life and creating unforgettable memories with my wife and our six amazing children.”