The Infineight Financial Team
Jason Menzies CEO
Jason finds great joy in helping his clients to achieve their dreams.
Jason is a Certified Financial Planner (CFP) and is a member of the Financial Advice Association of Australia (Formerly the FPA). He has over 25 years experience in the financial planning industry and has owned his own financial planning firm for over 10 years.
In Jason’s previous employment, he spent many years in advice and training roles, instructing financial advisers on how to analyse client’s situations and develop financial planning strategies.
He was the author of a number of courses for the Diploma and Advanced Diploma of Financial Planning including Superannuation and Retirement Planning, Taxation Planning and Self-Managed Superannuation Funds.
Jason also developed the industry leading online learning platform that is now used by over 20,000 financial services professionals to undertake training and maintain their ongoing training requirements.
Outside the office Jason is a keen golfer and plays Pennants for Kooindah Waters Golf Club.
- Diploma of Financial Planning
- Bachelor of Commerce (University of Newcastle)
- Certified Financial Planners, CFP (Financial Advice Association of Australia)
Jason’s authorised representative number is 434186.
Annabelle Menzies Associate Financial Planner
Annabelle Menzies is an Associate Financial Planner and has worked in the financial planning industry for five years. She is also a member of the Financial Advice Association of Australia.
Annabelle has a Bachelor of Commerce from Macquarie University and is now part way through her Masters in Financial Planning.
Annabelle is passionate about financial planning and helping people achieve their dreams.
Outside the office, Annabelle enjoys playing football (soccer) and hanging out with her dogs.
Kaitlen SlaTYer Para-planner
Kaitlen has been working in the industry for 10 years. Kaitlen has an Advanced Diploma in Financial Planning and is currently undertaking a Bachelor of Environmental Science; she is eager to lead the team into a more sustainable future.
Outside the office, Kaitlen enjoys being in nature and hanging out with her family.