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. And in our busy lives, 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 enable clients to receive 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
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.
Mark Hams
Financial Planner
Mark’s path to the Financial Planning industry is a little unconventional. Growing up on a beef cattle property in Central Queensland, and following the completion of his Financial Planning qualifications, he joined us in 2021 following 12 years as an Engineer – eight of those as a Regional Manager covering Queensland and New Zealand. He has always enjoyed working with people but was drawn to Financial Planning due to the opportunity to build meaningful, long-term relationships with people and to be able to play his part in their financial success. He thoroughly enjoys helping to make complex issues simple.
When not in the office, he loves making the most of his spare time. He enjoys spending time with his wife and toy poodle Teddie. He loves to start the day with a great coffee, finish it what a tasty Pale Ale, and always looks forward to the next opportunity to travel or jump on his paddleboard.
Mark holds a Dual Degree in Business (Management)/Engineering (Mechanical) along with a Graduate Diploma in Financial Planning
Josh Napier
Associate Advisor
Josh joined Fleming Financial Planning in mid-2022 after completing his Bachelor of Business, majoring in Finance. Additionally, he holds minors in Mathematics and Statistics. He is currently pursuing a Graduate Diploma in Financial Planning. Josh is committed to expanding his knowledge and honing his skills in the field.
Drawing from his past experiences in retail and investing from a young age, he cultivated strong service skills and a keen eye for numbers. Josh effectively communicates with clients, assisting Jason and the team in research, documentation and implementation of financial advice.
Beyond his professional endeavors, Josh enjoys spending time with friends, bouldering, exploring local and international travel destinations, and actively managing his personal share portfolio.
Daryl Worthington
Paraplanner
Daryl assists our advisers in preparing advice documents and liaises with clients to help implement their financial plans. Daryl 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 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®).
Amy Hastings
Client Service Officer
Amy is the newest addition to the team, excited to begin her journey in Financial Planning as of late 2023. Born on the Gold Coast and bringing with her a background in early childhood education, she is looking to take her knowledge of maintaining high levels of structure, creativity, and functionality to her new career pursuit.
Committed the best possible standard of quality client service, Amy has a Bachelor in Psychological Science with a natural-born interest in what makes each of us unique. Each individual’s financial situation can be as unique as their fingerprints. A commitment fostering strong, trusting relationships is integral to ensuring long-term financial wellbeing.
Her hobbies include karaoke, LARPing, video games and enjoying a hot cup of coffee with friends.