People

Spend just an hour with Jason and you’ll see why clients are so keen to seek his financial expertise. Jason is passionate about helping people get their finances in order, so that they can spend more time doing what they love.

Jason is a chartered accountant and specialist adviser with more than 27 years’ experience in the financial services industry. His experience includes six years at Ernst & Young and time at Wilson HTM, one of Queensland’s largest stockbrokers.

Jason is particularly skilled at helping his clients articulate and prioritise their goals and put in place a strategy to realise them. His advice is based on the latest academic research — not an attempt to predict the future.

Jason has a keen interest and also specialises in supporting family lawyers and their clients. He often assists the less financially experienced spouse to understand their current financial situation and corporate structures to then help design the best strategy to set them up for financial success and security in their ‘new’ life.

Jason is a member of the profession’s leading associations, including:

• The Institute of Chartered Accountants
• Financial Planning Association
• Family Law Practitioners Association
• Queensland Collaborative Law
• Securities Institute of Australia (FINSIA)
• Australian Association of Collaborative Professionals (AACP)

Outside the office, Jason enjoys regular camping and fishing trips with his family. He is also an avid golfer and winner of club championships at both Tattersall’s and Redcliffe Golf Clubs.

Leigh joined MISSO Wealth in 2011 to work closely with people to help them make smart financial decisions about their money and see them reach a new level of success they may have not thought was possible.

He is dedicated to partnering with clients to bring the best outcomes and keep them accountable to ensure they get the best value out of their advice.

As an adviser he uses his many years of experience to build trusting relationships based on open communication, honest advice, and a deep-seated dedication to helping clients achieve financial security and peace of mind.

Driven by a passion for using her professional expertise to positively impact her clients’ lives, Kate-Lyn joined MISSO Wealth in 2013 to partner with clients to demystify the world of finance, empowering clients to feel confident and in control of their own journey.

Understanding that everyone has unique goals and dreams, Kate-Lyn enjoys collaborating with clients to uncover what matters most to them and develop a strategic plan to achieve success as they define it. The true joy in her work comes from supporting clients through life’s ups and downs and celebrating their victories. With a genuine care for her clients and a deep commitment to their success, Kate-Lyn combines her passion, empathy, and technical skills to help clients navigate life’s challenges while keeping focused on their goals and enjoying life along the way.

In her spare time Kate-Lyn enjoys cooking up a storm in the kitchen to share with family and friends, learning new gardening and craft skills, and exploring hiking trails around the world with her husband.

With seven years of dedicated service as a Client Service Manager at MISSO Wealth, Tamra leverages her Bachelor of Education (Secondary) and extensive experience in financial planning practices across Brisbane to excel in her role. Her exceptional organizational skills, attention to detail, and genuine passion for client service ensure that each client receives outstanding support.

Tamra’s proactive approach is instrumental in assisting our advisory team, enabling them to deliver top-quality financial advice with confidence.

Outside of work, Tamra is actively involved in her children’s sporting clubs, enjoys hosting board game nights with friends and loves adventuring and exploring new places.

Tyler completed a Bachelor of Business Management and Graduate Certificate in Commerce with the University of Queensland and recently completed a Graduate Diploma in Financial Planning.

Using his organisational skills and keen eye for detail, Tyler ensures all clients receive quality service and provides essential support to the advisory team.

Tyler assists in preparing advice documentation and financial modelling to serve our clients and deliver high quality client outcomes.

David has completed a Bachelor of Business majoring in Finance with the University of Tasmania and recently completed a Graduate Diploma in Financial Planning.

With David’s ability to see work through to completion, attention to detail and effective communication, he plays an important role in supporting the advisory team.

David manages meeting and advice documentation to ensure an excellent standard of service is maintained to clients.

Janine is a seasoned operations professional with over 23 years of experience in the financial services industry and holds a Diploma of Financial Services.

Her diverse career includes key roles as a Senior Private Client Associate and Office Manager at a boutique independent financial services firm, as well as a Private Wealth Management Coordinator at a major stockbroking company.

With a deep understanding of both client management and operational processes, Janine is adept at implementing innovative solutions to optimize performance and ensure regulatory compliance.  She oversees business operations, maintaining internal policies and procedures to ensure operational excellence and is dedicated to driving greater efficiencies and delivering high-quality outcomes for clients.