Our Team

Jason Woolford*, CFP, Dip FP and Dip Financial Services.
Senior Financial Planner
Authorised Representative
Financial Services Partners Pty Ltd

Jason began his career in financial planning in 2001 with one of Australia's largest banks. By 2004 he had become the bank's senior financial planner for Sydney's Northern Beaches.

Whilst working in a large institution was an excellent learning environment, it also had its limitations in terms of product independence and personalised customer service.

Jason was looking to customise the service he could provide to his clients and to this end took the bold move to resign from his current employer in 2004.

He realised his dream when he started his own Financial Planning practice in partnership with an accountancy firm in Manly.

Through his diligence and hard work, Jason has built up a loyal client base and his business has grown from inception to be an award winning practice within the Financial Services Partners Dealer Group, in a relatively short period of time.

Jason particularly enjoys working with Superannuation clients. He does however strongly believe in a holistic Financial Planning approach that covers wealth accumulation, wealth protection, wealth transfer and wealth management.

"I started my investment career at the age of 18 when I bought my first shares," says Jason. "I have always had a passion for wealth management and enjoy talking about the topic. Since that time, a career in Financial Planning seemed the obvious career path for me - to follow the passion.

Aside from being a trusted Adviser, Jason also enjoys spending time with his wife and three boys, coaching his son's junior rugby teams and when time permits riding his mountain bike.

Jason is a Certified Financial Planner with the FPA Association, he also holds a Diploma in Financial Planning and a Diploma in Financial Services.

Julie Mee
Client Services Manager

Julie has been a key member of Customised Wealth Management since we opened our doors in 2004. Julie has been working along side Jason since 2000, initially as his personal assistant and now as the client services manager of the practice.

In her role, Julie is responsible for initial client enquires and has fostered meaningful relationships with our clients through her efficiency and professionalism.

In addition, Julie manages all general practice administration and follow through of client workflow.

Outside of work, Julie is a loving wife and mother, enjoys a brisk morning walk and going to the gym regularly.


WEALTH ACCUMULATION

You've built your career to a point where you are really starting to make some headway. Life is getting busy though - a new relationship, starting a family and raising the kids - not to mention committing to and paying off that mortgage.

WEALTH PROTECTION

A good financial plan, designed to build and preserve capital, is of little value if it does not provide financial protection in the event that your income ceases.

WEALTH TRANSFER

Talk about change - you've seen it all, and what you haven't seen isn't worth seeing. You've raised the kids, helped them move out of home (and back in again at least twice) and worked hard to get them married and settled.

WEALTH MANAGEMENT

It is essential that your financial strategy is reviewed and refined regularly to ensure you stay on track and that your goals are achieved. Your plan should be adjusted to take into account changes.

Customised Wealth Strategies Pty Ltd ABN 74 147 806 095 Corporate Authorised Representative Financial Services Partners Pty Ltd *Jason Woolford Authorised Representative Financial Services Partners Pty Ltd

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