Jason Appel

CERTIFIED FINANCIAL PLANNER®

/Jason Appel
Jason Appel 2017-11-14T13:28:23+00:00

Jason believes that financial planning is more than just numbers reflecting risks and returns. He sees his career as an opportunity to enlighten people on how effective financial planning, if founded upon their dreams and goals, can be the key to financial freedom.

Jason’s lasting relationships have grown as a result of his life principles of transparency, open communication, honesty and integrity.

He gives his clients the objective advice he would want to receive, based on his experience and expertise.

After graduating from the University of Johannesburg in 2011 with a BCom degree in Finance, Jason worked as a Financial Administrator for an industrial powder coating company. He started his career in financial planning with Sanlam in 2011 and completed his Honours degree whilst working as a Financial Planner.

Jason is a creative person and enjoys finding solutions to problems. He loves writing his own music and playing the guitar. He likes to read and spending time with his family and friends.

You can contact Jason at Chartered House in Johannesburg on 011 502 2800 or via email jason@charteredwealth.co.za