Jason Battrick

Senior Client Manager

Brief info

Jason brings extensive qualifications and real-world experience to his role as a Senior Client Manager. With a double major degree in Finance and International Business from Notre Dame University in America, he has a deep understanding of the industry.

Having worked for prominent Venture Capital and Investment firms in New York, Jason’s expertise is unmatched. His passion for helping people and ability to simplify complex financial concepts have earned him the title of Superannuation Researcher of the Year in 2021 and 2022. Jason combines knowledge, qualifications and practical experience to provide exceptional service. He excels at deciphering technical information and explaining it in a simple manner. Jason’s dedication to understanding clients’ needs ensures he connects clients to proficient financial advisers able to deliver effective advice for a brighter financial future.

Jason’s diverse background includes growing up in South Africa, where he developed a love for soccer and rugby. In his free time, he enjoys making great biltong, exploring good restaurants and staying active.