We listen closely to your circumstances and your goals, outline the way forward and hold you accountable as you work towards your goals.
We know financial matters can be complicated, and even stressful. When life gets busy, our finances can get pushed down the to-do list as we deal with day-to-day priorities. At Fleming Financial Planning, we take the anxiety out of financial management, and give you the clear plan and tools to help you reach your goals.
Fleming Financial Planning was established in 2010 to deliver clients the next level of service not offered by other practices and institutions. With most of our clients, at least one person in the household is self-employed – and we understand the specific challenges and opportunities this can present.
We specialise in providing advice for complex financial scenarios, such as:
- Investing into the market
- Structuring ownership assets through Family Trusts, Corporate and Superannuation
- Implementing tax effective advice
- Protecting family in case of unforeseen events in the most cost-effective manner
- Implementing strategies to protect assets
Meet Our Team
Jason Fleming CFP®,
Principal Financial Planner
Jason Fleming understands first hand the pressures that people face when managing their finances. With over 20 years’ experience in the banking and financial services industry, Jason has acquired a solid reputation for providing service and financial knowledge to his clients.
Jason’s financial planning experience is varied, having worked in both a large multi-national banking institute (Westpac) and a boutique financial planning practice. At Fleming Financial Planning, he assists many clients in planning and managing their financial situation – from basic to complicated financial matters such as investments, tax minimisation and business planning.
Jason is highly regarded within Brisbane Financial Planning circles. Being a business owner with a young family, Jason fully understands the types of money matters that families and businesses face. Knowing just how complicated finances can be, Jason’s motto is simple: “be smart with money“.
Jason is an Authorised Representative of Charter Financial Planning and a member of the AMP Financial Advice Network. He’s fully accredited to give you financial advice.
Jason has a Bachelor of Business in Marketing/Management, a postgraduate degree in Financial Planning and is a Certified Financial Planner (CFP®), the highest education recognition in Financial Planning.
Josh Napier
Associate
Josh’s journey into the Financial Planning field has been shaped by a blend of personal interests and academic pursuits. Outside of his professional commitments, Josh enjoys exploring local and international travel destinations, bouldering, and managing his personal share portfolio.
Joining Fleming Financial Planning in mid-2022, Josh serves as an associate, contributing his expertise in financial planning. He holds a Bachelor of Business with a major in Finance, complemented by minors in Mathematics and Statistics. While currently pursuing a Graduate Diploma in Financial Planning, Josh is committed to continuous learning and professional development in the field.
Josh draws from his background in retail and early immersion in investment practices to excel in client communication and support. At Fleming Financial Planning, Josh’s meticulous approach to research and strategic implementation ensures precise financial advice and client satisfaction.
Daryl Worthington
Senior Paraplanner
Daryl assists our advisers in preparing advice documents and liaises with clients to help implement their financial plans. He has been a paraplanner for many years, is passionate about financial planning and helping our advisers to ensure our client’s financial and lifestyle goals are met.
Daryl is married and has two young children that keep him very busy.
He enjoys travelling to different places with his family, playing sport and catching up with friends.
Daryl holds a Bachelor of Business in Management/Marketing, Graduate Diploma In Applied Finance and Investment, Diploma of Financial Planning and Diploma of Superannuation Management. He is also a Certified Financial Planner (CFP®).
Patrick Wong
Client Service Officer/ Junior Paraplanner
Patrick is the newest addition to the team, joining Fleming Financial Planning in January 2025. Having been in the Financial Planning sector for over 8 years. His experience sees him as an expert in implementing strategic advice, providing exceptional financial service, and keeping clients satisfied.
Patrick is married and enjoys spending time with his wife and daughter, travelling to different cities with his family.
Patrick holds a Master of Commerce with a major in Financial Planning. He has been in the Financial Planning industry for 8 years. Patrick is committed for career development, to become a Paraplanner in near future.
Stephanie Fleming
Client Service Officer
Stephanie is the youngest member of the team and has recently joined Fleming Financial Planning in a customer service role.
She is working on applying her skills and knowledge that she has obtained after recently completing a diploma of business.
She has experience in customer service through her previous jobs in hospitality and retail.
In Steph’s spare time, she enjoys playing Netball, Water polo, walking her dog and catching up with her friends when there’s a spare moment.