Louis Jason

I am an Implementations Associate with hands-on experience managing end-to-end client onboarding and executing complex financial advice across superannuation, investments, and insurance.

At Stratus Financial Group I led onboarding for over $200,000 AUD in new business within six months, streamlined conversion funnels, and mentored junior staff to improve team efficiency and turnaround times.

In my role at Everest Private Wealth I coordinate across advisers, paraplanners, providers, and clients to deliver CRM-based advice implementation, manage project lifecycles, and ensure compliance with AFSL and internal standards using platforms like Xplan and MidWinter.

I focus on process optimization, quality assurance, and stakeholder communication to ensure flawless execution of strategic advice and strong, long-term client relationships.