WHERE'S MY MONEY?
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There are two distinct sides to Jason Cunningham. He's a mild-mannered accountant and partner in a successful accounting and advisory firm who also happens to be one of only seven accountants worldwide with a sense of humour. Reared on the mean streets of Pascoe Vale in Melbourne, there's an element of educated larrikin, raconteur and natural showman in Jason that enables him to relate to and inspire his clients. He talks straight and calls it like he sees it. Above all, he's passionate about helping people achieve their full financial potential.
CPA qualified, Jason completed his accounting degree with distinction. He's also a qualified financial planner with an Advanced Diploma of Financial Services (Financial Planning) and holds a financial planning licence.
In 1997 Jason co-founded an inner-city firm, The Practice (see link below), which provides accounting, taxation, business consulting, financial planning and finance solutions to a wide range of clients. From humble beginnings (just like the man himself) The Practice has grown from a staff of two (Jay and his business partner) to 25, with a turnover of $4 million. In 2007, The Practice won the inaugural Victorian Small Business Champion Award.
Jason has extensive experience in helping clients grow and manage their financial affairs - from individual wage-earners, small business owners, executives and CEOs to publicly listed companies. A crucial part of his role is to help them identify and understand their needs and objectives, and give them the tools to reach their financial goals.
Jason has been recognised by CPA Australia as one of its premier trainers, and has presented and facilitated over 100 seminars and workshops for CPA members. He is chairperson of CPA's Public Practice Committee (Victorian Division).
Jasons specialty is the complex world of trading and tax. He has run numerous workshops and seminars for various share and option trading groups, and is considered an expert on the tax implications of trading the stock market. So much so, he was commissioned by two of Australias top traders, Chris Tate (see 'The Art of Trading' link below) and Louise Bedford (see 'Trading Secrets' link below), to prepare an audio program titled Trading and Tax (see 'The Trading Game' link below). This hour-long dialogue, written and narrated by Jason, has proven extremely popular in trading and investing circles. Jason is also a regular presenter at the Traders and Investors Expo.
Click play to hear me tell you a little bit about my book.
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