Our Team

From the moment you meet Marion, you feel like you’re in the company of an old friend. Her dazzling smile exudes warmth and understanding, and just like a good friend, she genuinely cares.

Perhaps it’s because she’s faced more than her own fair share of challenges in life that Marion has developed not only incredible determination and strength of character, but also incredible empathy and compassion.

As the Principal of Midas Financial Planning, Marion brings these traits to everything she does. Her ability to rebuild the financial and emotional wellbeing of her clients has earned Marion tremendous respect from peers and clients alike – which is evident from the gratitude and affection Marion’s clients have for her.

Of course, Marion’s exceptional people skills are also backed by years of financial experience. Marion first entered the financial services industry in 1974, has been an active principal in the mortgage origination and finance broker industry since 1995 and has many years of consumer, business and corporate lending experience behind her.

Marion’s financial accreditations and memberships include:

• Diploma of Financial Planning
• Diploma of Financial Services – Finance/Mortgage Broking Management
• Associate and Practitioner Member of the Financial Planning Association of Australia (FPA)
• Authorised Representative of Capstone Financial Planning Pty Ltd | AFSL: 223135

With a compassionate and holistic approach to finance, Marion firmly believes that as a finance professional it is essential to provide her mortgage clients with sound financial planning and qualified professional advice – and that anything less is unprofessional and disrespectful!

Whether it’s creating affordable solutions for clients finding it difficult to manage their debt, or helping others establish appropriate levels of insurance (or process a claim), Marion and her Midas team are there for her clients every step of the way, helping them achieve their dreams.

Jason is considered a holistic-approach Financial Planner. His motivation is to assist the majority of Australians to improve their wealth potential and adequately protect themselves and their family against insurable risks. 

Jason has decades of financial industry experience with certifications including: Advanced Diploma of Financial Planning; Diploma of Financial Services (Finance & Mortgage Broking Management). Jason is also currently studying his Graduate Diploma in Financial Planning. 

Jason has a wealth of experience, with an engaging nature which makes it easy for you to relate and understand the strategies he recommends for your particular circumstances. 

Midas Financial Planning aims to provide a quality professional service, delivering information and solutions to clients in a readily understandable format. We pride ourselves on our attention to detail, our level of understanding and compassion, always committed to assisting our clients to reach their financial goals.