Jason Lukjanenko

Jason’s Approach

Jason has been a regular visitor to Tuncurry since 1990 and moved here full time in 2018, lured by being close to the ocean and some of the most beautiful coastline in Australia. Like Kristin, he loves animals and has rescue dogs and a cat which wandered in one-day and decided to stay.

Jason believes in financial advice that is holistic and tailored to each client’s unique definition of wealth. And the first part of developing personalised strategy is listening - what does this client’s ideal future look like? What do they need to achieve their idea of prosperity?

He also serves his clients from a place of sincere integrity. He delivers meaningful advice based on the client’s best interests, as well as being able to offer guidance around ethical investments.

This is your vision, your strategy, your wealth. Let’s make it your reality.

“Financial Advice is so much more than just offering technical strategies and products. A huge part of advising clients is emotional intelligence, and being able to understand who they are, where they are coming from and what they would like to achieve and then being able to communicate that in a clear and effective manner. Everyone is different and it requires a tailored approach, adaptability, and being able to put yourself in a clients shoes is so important.”

Experience & Qualifications

• Experience as a Financial Planner since 2005

• Bachelor of Business, Accounting/Finance (UTS)

• SMSF Accreditation (University Adelaide)

• Margin Lending Accreditation

• Diploma Financial Planning

• Aged Care and Disability Care

• Offers advice in relation to retirement planning, risk management, insurance claims, investment strategies including Ethical Investing, superannuation including SMSF’s and aged care.