Teams Archive - Planning For Certainty

Jason Benney-Morris

Jason Benney-Morris is Real Estate Licensee for Position For Certainty.He also a qualified mortgage broker and financial planner. Jason is also accredited with SEQUAL (Senior Equity Release
Industry Body)

Real Estate License # 3713504

Australian Financial Group Credit Representative # 408798

FBAA Membership # M-325998

External Dispute Resolution (COSL Membership) # M0013064

Cynthia Montoya Lopez

Cynthia Montoya Lopez is the Executive Assistant and our Customer service super star.

After years of service aboard Royal Caribbean Cruise lines in key customer service positions, she brings gold anchor customer service to a whole new level. A vibrant and friendly member of the team who is passionate about people and exceeding expectations.

Fraser Gordon

Fraser and Leah at GEES Property solutions are our preferred Property Management partners for new and existing investment property. Property Management is a critical component of owning and maintaining investment property. The team a GEES provide peace of mind and exceptional service.

www.geespropertysolutions.com

Peter McCartney

Peter McCartney the Director of Spranklin McCartney Lawyers is passionate about legal advice.

http://smlawyers.com.au/

Audrey Dawson

Audrey has had more than 20 years’ experience as a CPA and auditor. We are thankful to have Audrey as part of our team for all trust account auditing and the audits of investors SMSF.

http://www.superconfidence.com.au/

Testimonial

Jason was able to "make the impossible possible". After experiencing endless heartache and unprofessionalism from another lender to build our new home, Jason was able to quickly get the ball rolling and ended up getting our loan with our preferred lender anyway. Jason responded to my endless questions with courtesy, clarity and timeliness. I have recommended him to workmates and would not hesitate for a second to use his services again. I am very appreciative of his help and friendly approach.
Gail S. – NSW
I met Jason when presenting a wealth seminar in Gladstone in 2012. Jason has been very professional and reliable and has had no hesitation in recommending me to the appropriate professional best qualified to assist me with my goals. I have no problem recommending Jason for assistance with finance, Investments or wealth education. He is valuable to any ones team.
Anne M. – Gladstone
Running my own business and having experienced astronomical growth I found it very difficult to focus on my personal wealth. Jason has been excellent in pointing me in the right direction to help streamline not only my personal wealth but also my business affairs as well. I am now connected with the right team of professionals and achieving more with less effort than I ever thought was possible.
Racheal M. – Brisbane QLD
Unsure of the best way to accumulate wealth for our retirement we have been working with Jason since 2011. Over that time Jason has always been available to hold our hand and walk us through any questions, concerns and even the odd issue along the way. I am happy to recommend Jason. He is professional, reliable and has gone out of his way on many occasions to accomplish our goals
Craig L. – Kedron QLD
We met Jason whilst presenting a seminar in Mackay in 2012. Having done well with our existing property we were looking for guidance to make the most of our next 10 years to ensure that we have the required assets to fund a comfortable retirement. We have the peace of mind that we can count on Jason regardless of the difficulty. He is Patient, thorough and reliable. I believe Jason to be an asset to team of advisors.
David J. – Mackay QLD
Being new to Australia and motivated to build wealth for my family, I have been working with Jason since 2012. He has been excellent in the guidance and education around many aspects of property investing, business and finance. We look forward to the ongoing relationship for many years to come.
Conrad K. – Mackay QLD