Jason has over 30 years’ experience in financial services, establishing and managing a number of successful wealth management-related businesses. In 1990, he was part of a small team that created the successful Navigator master trust. Jason has consulted extensively on portfolio administrative platforms to over 20 leading financial institutions throughout Asia Pacific and the UK. He was the co-founder of Avanteos, which was launched in 2001 as Australia’s first online wrap platform and later purchased by the Commonwealth Bank of Australia and rebranded Colonial FirstWrap.