Through your lifetime you will face a complex range of financial choices.
Continual shifts in business and property markets, regulatory changes and financial options will require you remain diligent in keeping up with what are the best solutions for you and your business.
Let us help. At Presidio, our product knowledge, educational focus and commitment to understanding your unique needs ensure you’ll make the right financial choices for you and your business. We search for deeper insights into how you operate so we can offer you more valuable advice and solutions. Our tailored, carefully considered solutions will help you cut costs, improve profitability and create the lifestyle you’re searching for.
Director, Presidio Group
T 07 3391 7199
Jason Cook is co-founder, owner and Director of the Presidio Group. Jason sits on the Board of Directors at WB Financial Management, which has 12 offices Australia-wide and oversees $500m in funds under management (FUM). Jason is also a Director on the Board of a technology-driven business with over $200m in FUM. Jason is the co-author of the Amazon best-selling book, Bullet-Proof Business, and has been published in numerous featured editorials. Jason is an accredited Self-Managed Superannuation Fund (SMSF) Specialist Adviser and is passionate about SMSF as a vehicle for wealth creation. Jason is a Financial Adviser who believes in building strong, long-term relationships with his clients to achieve their lifetime goals and objectives. Jason wants everyone to benefit from having a financial coach to assist them in moving towards their financial independence.
Credit and Property Support
T 07 3391 7055
Gary McAuliffe has served in a variety of roles within the Finance Industry (CBA, Mortgage Choice, Suncorp amongst others). Building relationships is his main passion.
Gary’s key role is to ensure credit and property transactions move from start to finish as smoothly as possible and to deliver on our customer care program.
Gary knows all the ins and outs of the finance process and will always go that extra mile. Gary holds a Cert IV in (finance/ mortgage broking management) and is also a registered Justice of the Peace which can be extremely helpful when it comes time to sign documentation!
T 07 3391 7199
T 07 3391 7199
Despina is co-founder of the Presidio Group and has experience in the banking, financial services and planning industries since 2001.
Despina's background includes commercial finance with a major international bank; and prior to that, in high-value banking with one of Australia’s leading banks.
Despina’s role is to ensure that office processes always run at peak efficiency. Despina holds a Bachelor of Business Management (UQ).
Associate Wealth Advice
T 07 3391 7199
Gavin has a strong background in both residential and commercial broking. Since 2007, Gavin has assisted a broad range of clients with both their personal and business finance needs.
Working closely with clients is incredibly important to Gavin, as he is passionate about developing relationships with customers and helping them to achieve their financial goals.
Brokering, and having worked for different banks over the years, Gavin understands the requirements and policies across the industry; and knows the importance of structuring the deal and placing it with the right finance company to assist clients.
Gavin holds a Bachelor of Commerce; a Certificate IV in Finance and Mortgage Broking; and is a Credit Adviser, accredited via the Mortgage and Finance Association of Australia (MFAA).
Nigel is a dedicated associate to Jason and holds a Bachelor of Business and Commerce. He has experience in the finance and hospitality industries. He is a crucial part of the financial services team, delivering the fulfillment of advice.
Nigel is an Authorised Financial Advisor and is passionate about being part of an industry that has such a capability to change people’s lives for the better.
Georgene supports Jason and Nigel in the delivery of wealth advice. Georgene is vital in ensuring our numerous providers and financial partners are on point in delivering to our clients.
Prior to joining the Presidio team, Georgene spent 10 years as an administrator in Brisbane and another 5 years in the UK. A former dental assistant, Georgene is the health fanatic of the office and ensures we all eat healthily.
Presidio Group Level 1, 32 Logan Rd, Woolloongabba Qld 4102 | PO Box 1186, Coorparoo DC Qld 4151
p 07 3391 7055 | f 07 3217 3310 |
Presidio Finance Consulting is the holder of Australian Credit License (ACL) 391109. Presidio Financial Services Pty Ltd trading as WB Financial is an Authorised Representative of Financial Wisdom Pty Ltd, ABN 70 006 646 108, with Australian Financial Services License (AFSL) 231138.