
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.”