Jason Davies

Client Services Manager

With over 30 years of experience in the finance industry, Jason has cultivated a deep understanding of client relations. As a seasoned Client Services Manager, he excels in building strong, lasting relationships with clients, ensuring their financial needs are met with precision and care.

Throughout his career, Jason has worked in various sectors including banking, share registry, stockbroking, funds management, superannuation, and financial planning. His diverse experience equips him with a comprehensive skill set.

Jason is passionate about helping clients because he believes in making a positive impact on their financial well-being and helping them achieve their goals. His commitment to excellence and personalised service has earned him a reputation for reliability and trustworthiness in the industry.
Outside of work, Jason enjoys spending time with his family and is an avid rugby league supporter.