Financial Adviser · MORNINGTON, VIC

Jason Peter Ballos

MORNINGTON, VIC
New Adviser
Tax advice
authorised
ASIC Registered · ADV 001318463
Currently at
Melbourne, VIC (firm address)

About Jason Peter Ballos

Jason Peter Ballos is a financial adviser based in Mornington, Victoria. Jason is currently authorised under Capstone Financial Planning, operating through Exact Solutions. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jason's qualifications include a Bachelor of Business (Financial Planning) from RMIT.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2022
Business Law
Other - RMIT
2022
Taxation 1
Other - RMIT
2023
Bachelor of Business (Financial Planning)
RMIT
2024
Bachelor of Accounting
RMIT

Registration History

Nov 2025 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Source: ASIC Financial Advisers Register