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Jason Chequer

Financial Adviser

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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 30 years of experience advising families and family offices, blending technical expertise in investments and wealth planning with practical, family-centered guidance. He specialises in helping families manage existing wealth effectively and prepares those new to wealth or about to inherit it. Jason collaborates with families, their members, and advisers to design and implement comprehensive wealth management strategies that integrate both financial and family dynamics, ensuring holistic and successful wealth management.

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  • Linara Wealth Pty Ltd

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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.