Jason is managing director of CoreData. He has more than twenty years’ experience in financial services with various roles across financial advice, marketing and product management. He spent more than ten years in executive leadership of a significant financial advice licensee and major super fund.
Most recently Jason was chief customer officer at StatePlus, where he was executive business sponsor of the company’s successful digital transformation program.
Jason is passionate about helping businesses serve their clients in new and better ways. Starting with a deep understanding of the client need, solutions require relevant communications, and innovative products and services. And these solutions are usually underpinned by technology. But that’s just the start. Transformational business growth requires more than new technologies. It requires process change and behaviour change.
Jason is a CFP® Professional and holds a Bachelor of Business, Master of Commerce (with distinction), and Diploma of Financial Planning.