Jason McDonald

Head of Paraplanning


Jason McDonald brings over 20 years of experience working in the financial services industry. Jason has a diverse and in depth knowledge of the financial services industry having experience in Financial Planning, Business Development, Compliance and Paraplanning.

Jason also successfully managing his own Compliance and Paraplanning business for 4 years. Jason is extremely passionate about the value that Financial Planning advice through a Financial Planner adds to peoples lives. He understands the cost and time pressures to produce quality cost effective advice and thrives on helping practices achieve this through Paraplanning.

Outside of work, when not spending time with his wife and 2 kids, Jason holds voluntary positions with the Berkeley Vale Rugby League and Sports Club as Secretary and Public Officer. He is also about to embark on training to become a Level 1 Sports Trainer through the NRL.