Perpetual Guardian
Jason has over 25 years in the Trustee Industry performing various roles in the provision of customer service and advice either directly or indirectly to clients.
As manager of the Wellington team, his key role is ensuring the team remains focused on service delivery and ensuring the needs of the clients are at front of his mind when developing and implementing the best client solutions.
Jason is a member of STEP and holds a Bachelor of Business Studies with Hons (Finance) and a Graduate Diploma in Business Studies (Personal Financial Planning).
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Perpetual Guardian
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Perpetual Guardian is a result of the recent coming together of Perpetual Trust and Guardian Trust. As two of New Zealand's oldest trust companies, they have over 135 years of experience in providing estate planning options for Kiwis.