Senior Business Analyst
Current
Jul 2024 - Present
AeroLeads people directory · profile
Jason Sweeney Email & Phone Number
Master's Candidate in Applied Finance & Financial Planning | Building Expertise in Project Management
at
AIA Australia
1 work email found
@yahoo.com.au
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Master's Candidate in Applied Finance & Financial Planning | Building Expertise in Project Management
Location
Greater Melbourne Area, Australia, Australia
Company size
Who is Jason Sweeney? Overview
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Quick answer
Jason Sweeney is listed as Master's Candidate in Applied Finance & Financial Planning | Building Expertise in Project Management at AIA Australia, a company with 874 employees, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a work email signal at yahoo.com.au and a matched LinkedIn profile for Jason Sweeney.
Jason Sweeney previously worked as Senior Business Analyst at Aia Australia and Assessment Lead at Nab. Jason Sweeney holds Diploma Of Finance And Mortgage Broking Management, Lending from Kaplan.
Company email context
Email format at AIA Australia
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*@yahoo.com.au
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AeroLeads found 1 current-domain work email signal for Jason Sweeney. Compare company email patterns before reaching out.
Profile bio
About Jason Sweeney
I have a very diverse background in finance, with exposure to lending, Investment, group pension administration, offshore investments and financial planning strategies with an emphasis on relationship management. This has provided me with a broad understanding of various markets and has helped develop a level of flexible thinking. Having been exposed to family businesses from an early age, there was an underlying need for me start my own business. I started Sweeney Financial Services in July of 2012 as I wanted more influence and control over the path of services that I would provide my clients.I am passionate about and enjoy:* Client scenarios that require a deep level of strategy across multiple areas. * Research into the various investment markets. * Ongoing education in various finance disciplines to continue to raise my level of education so that my clients can benefit my level of expertise.
Listed skills include Financial Planning, Investments, Retirement Planning, Wealth Management, and 28 others.
Current workplace
Jason Sweeney's current company
Company context helps verify the profile and gives searchers a useful next step.
Aia Australia
8 roles
Jason Sweeney work experience
A career timeline built from the work history available for this profile.
Assessment Lead
Aug 2022 - Apr 2024
Technical Team Lead
Mar 2021 - Jul 2022
Team Lead
Dec 2019 - Mar 2021
Quality Assurance Manager
Big 4 Consultancy Firm
This role is responsible for performing quality checks on remediation project tasks with a view to ensuring that quality, consistent and fair remediation standards apply for all customers throughout the remediation experience as per procedures. Identifying and providing remediation themes and recommended improvements to processes. I have been providing a.
Aug 2019 - Dec 2019
Senior Case Assessor
Make initial contact with clients to educate and gain participation of the remediation program.Conduct assessments of client files to determine whether advice has been provided within the scope of the program and if so, provide assessment of whether that advice was appropriate for the client at that time.Provide guidance and mentor peers around financial.
Feb 2019 - Jul 2019
Senior Financial Planner
Sweeney Financial Services is a boutique business that is focussed on being able to provide assistance to clients in the areas of retirement planning, superannuation, personal insurances, portfolio management and credit activities (mortgages for properties inside and outside of superannuation).I am licenced to provide advice in the following areas:*.
Jul 2012 - Nov 2018
Senior Financial Planner / Responsible Manager
This role was responsible for providing financial solutions with respect to retirement planning and wealth accumulation to a vast range of clientele. The position was responsible for conducting interviews, drawing up financial plans that incorporate investment and retirement strategies. Compliance to policies set by the industry as well as the Dealer.
May 2006 - Nov 2011
Team & coworkers
Colleagues at AIA Australia
Other employees you can reach at aia.com.au. View company contacts for 874 employees →
CL
Chi Lap Lei
Colleague at Aia AustraliaMacao SAR, Macao
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K(
Kris (Kristy) Waenga
Colleague at Aia AustraliaGreater Melbourne Area, Australia
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KC
Katrina Chand
Colleague at Aia AustraliaSydney, New South Wales, Australia, Australia
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HB
Heile Basson
Colleague at Aia AustraliaBrisbane, Queensland, Australia, Australia
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MG
Matt Goodison
Colleague at Aia AustraliaGreater Melbourne Area, Australia
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BV
Branislav Vlacic
Colleague at Aia AustraliaNorth Wollongong, New South Wales, Australia, Australia
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VS
Vaibhav Sharma
Colleague at Aia AustraliaGreater Sydney Area, Australia
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TC
Tong Che
Colleague at Aia AustraliaSydney, New South Wales, Australia, Australia
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DT
Dean Thomson
Colleague at Aia AustraliaAustralia, Australia
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张
张伟兵
Colleague at Aia AustraliaShanghai, China, China
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Chi Lap Lei
Colleague at Aia AustraliaMacao SAR, Macao
View →
K(
Kris (Kristy) Waenga
Colleague at Aia AustraliaGreater Melbourne Area, Australia
View →
KC
Katrina Chand
Colleague at Aia AustraliaSydney, New South Wales, Australia, Australia
View →
HB
Heile Basson
Colleague at Aia AustraliaBrisbane, Queensland, Australia, Australia
View →
MG
Matt Goodison
Colleague at Aia AustraliaGreater Melbourne Area, Australia
View →
BV
Branislav Vlacic
Colleague at Aia AustraliaNorth Wollongong, New South Wales, Australia, Australia
View →
VS
Vaibhav Sharma
Colleague at Aia AustraliaGreater Sydney Area, Australia
View →
TC
Tong Che
Colleague at Aia AustraliaSydney, New South Wales, Australia, Australia
View →
DT
Dean Thomson
Colleague at Aia AustraliaAustralia, Australia
View →
张
张伟兵
Colleague at Aia AustraliaShanghai, China, China
View →
7 education records
Jason Sweeney education
Diploma Of Finance And Mortgage Broking Management, Lending
Kaplan
Certificate Iv In Finance And Mortgage Broking, Lending
Kaplan
Life Risk Specialist, Personal Risk (Insurance)
Financial Planning Association Of Australia
Certified Financial Planner, Financial Planning
Financial Planning Association Of Australia
Diploma Of Financial Services, Financial Planning
Tribeca
Advanced Diploma Of Financial Services, Financial Planning
Tribeca
Bachelor Of Commerce (Bcom)
FAQ
Frequently asked questions about Jason Sweeney
Quick answers generated from the profile data available on this page.
What company does Jason Sweeney work for?
Jason Sweeney works for AIA Australia.
What is Jason Sweeney's role at AIA Australia?
Jason Sweeney is listed as Master's Candidate in Applied Finance & Financial Planning | Building Expertise in Project Management at AIA Australia.
What is Jason Sweeney's email address?
AeroLeads has found 1 work email signal at @yahoo.com.au for Jason Sweeney at AIA Australia.
Where is Jason Sweeney based?
Jason Sweeney is based in Greater Melbourne Area, Australia, Australia while working with AIA Australia.
What companies has Jason Sweeney worked for?
Jason Sweeney has worked for Aia Australia, Nab, Kpmg Australia, Big 4 Consultancy Firm, and Sweeney Financial Services.
Who are Jason Sweeney's colleagues at AIA Australia?
Jason Sweeney's colleagues at AIA Australia include Chi Lap Lei, Kris (Kristy) Waenga, Katrina Chand, Heile Basson, and Matt Goodison.
How can I contact Jason Sweeney?
You can use AeroLeads to view verified contact signals for Jason Sweeney at AIA Australia, including work email, phone, and LinkedIn data when available.
What schools did Jason Sweeney attend?
Jason Sweeney holds Diploma Of Finance And Mortgage Broking Management, Lending from Kaplan.
What skills is Jason Sweeney known for?
Jason Sweeney is listed with skills including Financial Planning, Investments, Retirement Planning, Wealth Management, Pensions, Portfolio Management, Financial Advice, and Financial Advisory.
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