Jackson Dongray Cfp®

Jackson Dongray Cfp® Email and Phone Number

Financial Adviser | Director @ Aspen Corporate Financial Planning
Jackson Dongray Cfp®'s Location
Perth, Western Australia, Australia, Australia
Jackson Dongray Cfp®'s Contact Details

Jackson Dongray Cfp® personal email

Jackson Dongray Cfp® phone numbers

About Jackson Dongray Cfp®

With over a decade of expertise in financial planning, I have had the privilege of guiding clients from diverse backgrounds toward their financial aspirations. From structuring sophisticated wealth management strategies, to navigating complex investment landscapes, I am committed to delivering bespoke advice tailored to your unique needs and aspirations. My relationship with my clients is a continual partnership where we work closely together throughout your financial journey. Our firm is partnered with a global investment team and holds strategic relationships to ensure we provide you with the best outcomes. I firmly believe in the transformative power of strategic financial guidance, having witnessed the significant impact our advice has on our clients' wealth preservation and growth. Away from the office, there's nothing I love more than keeping active and catching up with loved ones over good food and laughter. These experiences not only bring balance to my life but also inform my approach to financial planning, understanding the importance of holistic well-being beyond just the numbers.

Jackson Dongray Cfp®'s Current Company Details
Aspen Corporate Financial Planning

Aspen Corporate Financial Planning

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Financial Adviser | Director
Jackson Dongray Cfp® Work Experience Details
  • Aspen Corporate Financial Planning
    Director
    Aspen Corporate Financial Planning Nov 2023 - Present
  • Aspen Corporate Financial Planning
    Financial Planner
    Aspen Corporate Financial Planning Jul 2015 - Dec 2023
    Perth, Australia
  • Aspen Corporate
    Financial Planner
    Aspen Corporate Apr 2014 - Jul 2015
  • Aspen Corporate
    Paraplanner
    Aspen Corporate Jan 2013 - Apr 2014

Jackson Dongray Cfp® Skills

Superannuation Retirement Planning Life Insurance Financial Analysis Microsoft Excel Customer Service Teamwork Public Speaking Social Media Insurance Strategic Financial Planning Financial Advisory Estate Planning Portfolio Management Wealth Management Finance Financial Planning

Jackson Dongray Cfp® Education Details

Frequently Asked Questions about Jackson Dongray Cfp®

What company does Jackson Dongray Cfp® work for?

Jackson Dongray Cfp® works for Aspen Corporate Financial Planning

What is Jackson Dongray Cfp®'s role at the current company?

Jackson Dongray Cfp®'s current role is Financial Adviser | Director.

What is Jackson Dongray Cfp®'s email address?

Jackson Dongray Cfp®'s email address is ja****@****ail.com

What is Jackson Dongray Cfp®'s direct phone number?

Jackson Dongray Cfp®'s direct phone number is +614246*****

What schools did Jackson Dongray Cfp® attend?

Jackson Dongray Cfp® attended Financial Planning Association Of Australia, Curtin University Of Technology, Sacred Heart College.

What skills is Jackson Dongray Cfp® known for?

Jackson Dongray Cfp® has skills like Superannuation, Retirement Planning, Life Insurance, Financial Analysis, Microsoft Excel, Customer Service, Teamwork, Public Speaking, Social Media, Insurance, Strategic Financial Planning, Financial Advisory.

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