WB Financial Australia

Level 1, 32 Logan Road,Woolloongabba, QLD, 4102

phone 07 3391 7199

The journey of the Australia-wide group of WB Financial offices begins in 1988, with the adoption of the name, ‘Windsor Bartholomew’, and operating very successfully from its Brisbane offices. The year 1990, saw the company move to WB House, located at 32 Logan Rd, Woolloongabba; overlooking the famous Gabba cricket ground amongst a wonderful mix of retail, cafes, and antique showrooms. 

In 1996, “WB Financial” was officially born as a boutique group; and in 2005, branding was refreshed to its current logo from the old lions-head doorknocker symbol from Durham Cathedral in the United Kingdom – legend has it that any person who wished to have “financial sanctuary” could achieve it by grabbing hold of the doorknocker.
In 2006, our Presidio office was begun, and Presidio Financial Services was trading as a WB office, the following year. Aligned with the same philosophy, Presidio is derived from the Spanish word, meaning “fortress”, with the intent of protecting its holdings and the missions of its occupants. In adopting this name, we made the decision to be exactly that for our clients: we are a base -- a fortress that can be relied upon.

WB Financial has lived and evolved through its immense experience; and we are so pleased to have joined Infocus, in 2019 – the future.

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Our team

Jason Cook
Principal /Financial Adviser
 

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 offices Australia-wide. Jason is also a Director on the Board of a technology-driven fund. 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.


Services

Financial Advice

Wealth Management

Investing

Insurance

Debt Management

Superannuation

Retirement Planning

Estate Planning

Self Managed Super Funds

Gearing

Direct Equities

MIS AGRI

TASA Services