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Jason Chequer

Financial Adviser

|

Certified

Jason Chequer

Financial Adviser

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Jason has over 28 years of experience in financial services, advising some of Australia’s most successful family enterprises and holding senior wealth management leadership roles. Jason works with multi-generational families, entrepreneurs and family business enterprises, consulting on the design, implementation and management of the family’s wealth and stewardship strategies. Jason is a non-executive board member of the Summer Foundation and the Inclusion Foundation.

Address

13 St James Avenue Mont Albert VIC, Melbourne, Victoria, AU, 3127

Phone

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Organisation

  • Sayers Group

Company number

Services offered

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.