Name: Mr Jason Sourasis
Registered on March 20, 2010
Membership Level: Corporate
Position Title: Managing Director
Member Profile: Jason Sourasis is a sub-authorised representative of the corporate authorised representative Strategic Financial Planning Australia Pty Ltd, authorised representative number 301170.
Jason has worked in the financial services industry for nine years, four of which were at Westpac Bank. Jason successfully became Westpac’s youngest Senior Financial Planner in Victoria, where he dealt with the bank’s high net worth customers, focusing on strategic planning.
Favourite Quote: "An investor without investment objectives is like a traveller without a destination"
Business Name: Strategic Financial Planning Australia Pty Ltd
Web Site: www.strategicfpa.com.au
Brief Business Profile: Strategic Financial Planning Australia Pty Ltd (Strategic FPA) is an innovative financial planning company based in Queen Street, Melbourne, with offices in Essendon and Ivanhoe.
Strategic FPA was established in 2005 by the principal advisor and director of the company, Jason Sourasis. In 2007 Strategic FPA acquired Kerry Sourasis’ financial planning business which has brought over 30 years worth of banking and finance experience to our young and energetic team.
In our short history Strategic FPA has already established a reputation for high quality, innovative, objective and pro-active financial advice to high net worth private clients and corporations.
Our clients know that with our experience, in-depth independant research and professionalism, together with our deep understanding of domestic and global markets, they can rely on us to work tirelessly on their behalf to ensure that their financial plans work towards their long term goals.
Our service philosophy is simple, the client and the relationship that we have with our clients always comes first. In order to allow us to deliver the best customer experience and service, we will only ever have a maximum of 100 clients serviced by each financial planner in our team. As all of our financial planners have worked for major institutions before, we will not fall into the trap of having too many clients, where each client simply becomes a number.
As we have a limit on the number of clients we can service, we are selective on the clients we provide financial advice for, just as you should be selective on who provides you with financial advice.
We are able to provide clients with a wholistic service and a one stop shop when it comes to financial matters. Lending, Accounting, Financial advice, Legal Advice - we have it all at Strategic FPA. We are not your normal run of the mill financial planners who sell managed funds. We are licensed to provide direct equities advice as well as direct property advice (www.directpropertyadvocacy.com.au), we simply recommend the best investment at the appropriate time.
Strategic FPA is based on a fee for service model that ties our ongoing fees into your investment portfolio performance. If your investment value falls – we are paid less. If your investment value rises – we are paid more. This model ensures that it is in our interest and yours to constantly review your financial position in order to adapt to everchanging investment markets, legislative changes and client lifestyle changes.
Business Telephone: 0401723745
Regions Serviced: Australia-wide
Australian HQ City: MELBOURNE
Regional or Int'l HQ: